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Fund Managers
US default worries are a ‘cry wolf’ situation: MFS
By Joe Marsh | 12 July 2011
A last-minute agreement on the US debt ceiling will be reached, says Jeffrey Morrison of MFS Investment Management, who sees emerging-market rate tightening as a greater concern.
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Markets overreacted to China tightening, says Neuberger Berman
By Joe Marsh | 22 February 2010
Meanwhile, stock-index futures will help boost liquidity and reduce volatility in the Chinese markets, says senior portfolio manager Frank Yao.
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Asian stock prices fair to slightly undervalued, says Batterymarch
By Joe Marsh | 17 February 2010
Asia ex-Japan stocks are currently valued at 13x forward earnings, with an expected growth rate of close to 20%, says Ray Prasad at Batterymarch.
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