A decade after the collapse of Lehman Brothers triggered a global financial crisis, we asked asset owners and advisers how they see financial markets now.
Even a ‘yes’ vote in the constitutional referendum this weekend would still leave the country facing a shaky banking sector and rising populist sentiment, say fund managers.
UK-based Newton Investment Management, which runs several funds with Asia exposure, has hired a new head of dealing to replace Anthony Russell.
Many fund managers are betting on the demise of Europe’s single currency, but the consequences of such an outcome could dwarf the risk-management tactics of any sizeable portfolio.
Experts argue markets are not taking into account likely sharper demand for oil and natural gas and a potential supply crisis in coal, copper and iron ore.
Supply of energy tops a number of themes that drive performance in Asian equities, says Newton manager.