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OPINION - GLOBAL

Global Equities debate

06 May 2010 | 11:00 | screening image
Investment Week Conjecture

Categories: Global

Topics: Global equities | | Global growth | S&p | Aberdeen | Standard & poor’s | Conjecture

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Global Equities have bounced back in recent months led primarily by the speedy recovery of Emerging Markets.

But how sustainable is this recovery? Exports, consumer spending and domestic demand remain buoyant but how much of this is due to interest rate manipulation and unsustainable fiscal measures? With the whole world to choose from where are Global Equity managers finding value and what areas are best to avoid?

The Global Equities panel includes:

Stephen Docherty - Head of Global Equities, Aberdeen Asset Management

Jeremy Podger - Head of Global Equities, Threadneedle

Susan Sworn - Associate Director, Fund Research, Standard & Poor's

Click the relevant link below to listen to this debate:

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Categories

  • Global

Topics

  • global equities

  • Global Growth

  • S&P

  • Aberdeen

  • Standard & Poor’s

  • Conjecture

Categories: Global

Topics: Global equities | | Global growth | S&p | Aberdeen | Standard & poor’s | Conjecture

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AUDIO/VIDEO

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THE BIG QUESTION

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Every week, we ask the experts for their views on the latest topics in the industry

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EVENTS

  • Northern Investment Summit

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  • Big Question: Are hopes of a US recovery overblown?

  • Conjecture: Global Emerging Markets

  • VIDEO: Pakenham - Japan's impact on bond markets

  • Markets surge as US unemployment hits three-year low

  • Show your support: Why fund managers must fight back on fund charges

  • Australia
  • Barack Obama
  • Brazil
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  • Insider trading
  • Italy
  • Recession
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  • LIVEBLOG: Global markets in turmoil

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EDITOR'S CHOICE

1 2 3 4 5

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FDR, Reagan, Clinton or Obama: When were markets strongest?

Three years into Barack Obama's term as US president, how do equity market returns under this administration compare with those seen under previous leaders?

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Treasury calls for FATCA exemptions on eve of new proposals

HM Treasury is pressuring the US government for a ‘carve out’ on FATCA for low risk institutions, ahead of a draft paper due this week.

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Is now the time to snap up Greek debt?

London-based investment manager Exotix - the emerging and frontier markets specialist - is urging clients to buy into Greek debt and the country's stock market before it reaches a deal with creditors.

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Fund Manager Focus: OMAM's Stewart Cowley

Old Mutual Asset Managers’ Stewart Cowley has run the group’s £568m Global Strategic Bond fund since joining the company from Newton Investment Management in June 2009.

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Train: How I outperformed FTSE All Share during 2011

Lindsell Train founder Nick Train has revealed hefty positions in some of the more defensive stocks in the FTSE 100 helped him outperform the market substantially last year.

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