The Senate strikes back

Continuing the warm-up to the forthcoming Senate Investment Conference, some participating fund managers discuss how the investing environment has changed in the past 12 months

Investment managers find themselves in a very different investing environment to 12 months ago. Last June, emerging markets had seen an astonishing run and even developed markets were at their highest for nearly seven years with the FTSE 100 over 6,700. Only the bond markets were anticipating the potential credit problems that lay ahead. Now, global markets have seen some significant setbacks and as they continue to wobble, investors are asking a very different set of questions: When is the right time to buy back in? Is this a good time to revisit emerging markets? And has the rout thrown ...