Dan Kemp, chief investment officer, EMEA at Morningstar Investment Management Europe, said concerns about unattractive valuations across global asset classes and a wide range of possible return outcomes are key drivers shaping the team's current investment approach.
He said the 100-strong investment committee has been moving into less-favoured areas of the market across its range of portfolios to find returns, while bolstering more defensive assets in case of a market...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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