When will we see the next market correction? – Part 2 of 2
Leif Hasager is an outright equity bull. But does that mean he believes a market correction is not on the cards this year?
ANNOUNCEMENT: Expert Investor is now PA Europe. Read more.
Leif Hasager is an outright equity bull. But does that mean he believes a market correction is not on the cards this year?
In this video interview, Assenagon’s Thomas Romig explains how he has been adding many different flavours to his multi-asset funds over the years.
In part two of this video interview, Thomas Romig explains why he is so bullish on European equities, despite the political risks on the continent.
Sebastien Page, head of asset allocation, T Rowe Price, compares his strategic and his tactical asset allocation views across the range of strategies he looks after.
Daniel Tubbs, head of GEM equities at Mirabaud Asset Management, names the five areas of tech that he thinks are the most exciting and suggests unusual and profitable ways to get access to them.
Katie Stafford, client portfolio manager, Schroders, talks about how many equity market neutral funds are momentum based and they had a very hard year last year. But the Schroders team focuses on value and quality instead.
Nicholas Samouilhan, multi-asset fund manager at Aviva Investors, talks about the three big threats facing investors and faces the stark truth that fixed income is no longer the safe haven it was.
Congress chair Dylan Emery talks about the highest-profile event in the EI calendar
Colin Finlayson, investment manager, fixed income, Kames Capital, says that you don’t need to go to obscure asset classes to find value in fixed income.
John Gikas, fund manager at Eurobank Asset Management, says there are some great opportunities in undervalued and surprisingly low risk Greek investments
Mike Clulow, senior portfolio manager of the New Capital US Growth Fund and the New Capital US Small Cap Growth Fund by EFG Asset Management, defends S&P 500 valuations on the grounds that Trump infrastructure spend and tax cuts will boost the market and his anti-globalisation rhetoric is more posturing than threat.
Thomas Goggins and Christopher Chapman, fund managers at Manulife Asset Management, give their top tips on the risks and opportunities of unconstrained fixed income investing