Virginie Maisonneuve, London-based head of global and international equity portfolios at Schroder Investment Management, has just completed a visit to Asia. She speaks with AsianInvestor about how the global financial crisis has affected her top-down outlook and whether the current market rally is a dead-cat bounce.How have your big-picture views been affected by the financial crisis?Maisonneuve: We are at the intersection of two eras. Our long-term themes remain the same, or have been accelerated. One of these is demographics. The IMF has warned ...