AMP Capital expects financials to recover in 2009

Investment Outlook Series: Shane Oliver, head of investment strategy at AMP Capital Investors, favours China, Korea and Thailand, but says the firm has moved to underweight Asian shares due to inflation concerns.


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How will you alter your portfolio after the US election result?





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Underweight US
  19%
 
Overweight US
  33%
 
Underweight EMs
  9%
 
Raise cash levels
  27%
 
No change
  12%
TOTAL VOTES: 75
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November 2016 Magazine
AsianInvestor Magazine