AMP Capital Investors stays on the defensive

Investment Outlook Series: Karma Wilson, AMP Capital InvestorsÆ head of Asian equities, says defensive stocks in sectors such as consumer staples, telecoms and utilities are best placed to ride through the storm in 2009.


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





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Underweight US
  17%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 144
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December 2016/January 2017 Magazine
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