David Hogarty, head of global equity strategy development at Kleinwort Benson Investors, explains in this video interview why he doesn’t believe in macro views and why he thinks it’s better for a fund to be invested in a broad portfolio of stocks.
Just like all their European counterparts, apart from the dovish Swedes and Danes, Finland’s fund buyers want to see a US rate hike sooner rather than later. But what does that mean for emerging markets, one of their favourite places to invest at the moment?
Commodities have had a tough time in the past two years. However, in tandem with a recovery in other global markets, natural resources funds could be due a revival. By Esther Armstrong