Fund manager heavyweights Hugh Hendry and Anthony Bolton have clashed on the outlook for China.
In an interview with Bloomberg Markets magazine, hedge fund specialist and Eclectica founder Hendry warned Japan is a ‘nuclear bomb' strapped to the global economy, while China could collapse by 2015....
Small caps seem to be an immediate turn off to a lot of investors, with fixations on aggregate valuations and volatility meaning the better risk-adjusted returns that can be made within this asset class are often overlooked.
Data from TrackInsight
Reduced equity exposure to lowest since crisis
All European markets down
Manager shares his investment lessons from last 30 years