Buxton retracts upbeat UK growth forecast
Richard Buxton has reneged on his view that UK GDP will hit 2% this year, but believes the domestic economy has hit a low point and will accelerate from here to the benefit of UK stocks. Watch the video below to find out more from the head of UK equities at Old Mutual Global Investors.
Richard Buxton’s biggest worry about global markets
Old Mutual Global Investors head of UK equities Richard Buxton has outlined his biggest worry about global markets. Find out what this is by watching the video below.
Franklin Templeton’s MacDonald: EM small caps less volatile than you think
Alistair MacDonald, institutional portfolio manager for the Templeton Emerging Markets Group, outlines why investors should consider the small cap space when investing in emerging markets.
Schroders’ Skanberg: Tightening will benefit European and Asian equities
European and Asian equities stand to benefit from rising bond yields and inflation as the economy moves further through the quantitative tightening cycle, according to Schroders European equities manager Martin Skanberg.
MFS’ Murfin: ‘Expensive and dangerous’ credit markets require opportunistic approach
An opportunistic approach to credit markets is necessary in a world where quantitative easing and the search for yield has made certain areas “expensive and dangerous”, says Owen Murfin, investment officer and institutional portfolio manager at MFS Investment Management.
Amundi’s Greene: A cautious approach is key to absolute return
David Greene, client portfolio manager of the Amundi Absolute Return Multi Strategy, has adopted a cautious view to asset classes by having a low bond duration and low equity exposure across portfolios.