EMs/Greece/Brexit: Wealth managers reveal their big debating points for Q2

Greek debt crisis could re-emerge

Fund buyers have highlighted the upcoming EU referendum in June, a potential re-emergence of the Greek debt crisis, how to play an emerging market resurgence, and dividend sustainability as key discussion areas for their investment teams in Q2.

The beginning of Q1 saw the worst start to the year for global markets in two decades, with indices including the FTSE 100 dropping into bear territory as heightened concerns about a China slowdown and tumbling oil prices hit blue chips. However, over the past month markets have begun to stabilise, with the VIX index, a measure of market volatility, nearly halving since its peak earlier this year from 28 points to its current level of around 14. Against this backdrop, wealth managers have told Investment Week about their key considerations going into Q2 and how this is affecting portf...