Winter Markets speakers debate key issues

Majority of managers at recent Investment Week event avoiding domestic-facing companies, with growing focus on stocks exposed to global growth

It is a sign of how much turmoil there is in markets when technology stocks are lauded for their defensive characteristics, Middle Eastern equities for growth potential and bonds for being bonds. Anyone attending Investment Week's recent Winter Markets Forum entered an environment where US, UK and European fund managers are clearly unwilling to buy broad exposure to the developed world's domestic economies or stock markets. The economic slowdown and the continuing problems facing the banking sector have created a strong desire to pick companies that are exposed to global growth instead....