Nicholas Brooks, head of research at ETF Securities, said investors may only be mid-stage in a bull market for commodities.
This is primarily because the world’s two largest economies, China and the US, are recovering, he said. In the US, housing starts have improved and consumer confidence is high. Unemployment is still...
Lawrence Gosling talks to Capital Group's Jody Jonsson, manager of the New Perspective strategy, about China's prospects, why Amazon is reasonably valued, and the attraction of tech start-ups for graduates.
Manager of Japan Income fund
Also hired Milway from EFG Asset Management
Morgan Stanley's Kristian Heugh, manager of the group's Global Opportunity fund, talks to Lawrence Gosling about his attitude to Chinese state-owned enterprises and where he is invested within the tech sector.
New working group created