Diversification has become key amid risk-on, risk-off correlation in 2011, but Philip Poole and Bill Maldonado of HSBC Global Asset Management outline reasons for optimism.
Tag : philip poole
HSBC Global Asset Management's recently appointed head of macro and investment strategy, Philip Poole, is preparing a house view for the firm's various investments arms.
Inflation is not properly priced-in in some emerging markets, argues the global head of macro and investment strategy at HSBC Global Asset Management.
Tension between the need to find yield and the fear of major risks means 2011 will be volatile, but dips are a time to buy, says global macro and investment head Philip Poole.