In the latest Big Debate, our panelists from Rathbone Unit Trust Management, Threadneedle Investments and S&P Capital IQ discussed Economic Outlook.
What can investors hope for in 2013?
This year has been a good one in performance terms for many asset classes, despite the gloomy economic outlook.
But what do investors hope for in 2013, and what can they expect might happen?
Will the good run for US equities carry on with economic improvement continuing ? Or are European and Asian equities looking better value?
And what of emerging markets? Do investors need to discriminate between countries and regions for GEM exposure?
And what about fixed interest allocations? High yield has performed well, but is it looking expensive and with another wave of refinancing coming in the sector, could defaults start to rise?
Is gold looking better value, and what of other commodities?
What should investors be protecting against next year? Is it just inflation?
The Big Debate will focus on all these questions and answers questions from the audience.
Julian Chillingworth - Chief Investment Officer, Rathbone Unit Trust Management
Leigh Harrison - Head of Equities, Threadneedle
Robert Quinn - Chief European Strategist, S&P Capital IQ
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