Investment Conundrums: Newton CIO Custard eyes 'significant bounce back' for post-coronavirus China
Taking advantage of opportunities from "short-term market dislocations"
Curt Custard of Newton Investment Management
Newton Investment Management funds have been adding to positions hit hard by the sell-off linked to the coronavirus, with the firm anticipating a "significant bounce back" in Chinese growth when the health crisis is brought to an end, according to CIO Curt Custard.
Despite market fragility as a result of the coronavirus, which is expected to restrict Chinese GDP growth by 1% to 2% in Q1 2020, the BNY Mellon Investment Management boutique is "seven-out-of-ten" bullish...
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