Anthony Bolton, manager of the £650m Fidelity China Special Situations investment trust, discusses his investment outlook for 2013.
My overall view is that a world of low growth, accompanied by low interest rates and substantial liquidity, should provide a favourable environment for equity investment. Liquidity is not just a reflection...
Markus Schomer, chief economist at PineBridge Investments, explains why he is forecasting stronger growth in the next two years as three shocks that hit the global economy in the past 18 months fade away.
Also founder of Ascentric
Impacted by costs of Vision acquisition
Simon Currie, private investment funds partner at global law firm Morgan Lewis, examines how 'third country regimes' work and the implications for asset managers if an independent UK was allowed access to the EU single market.