Investment Conundrums: Sarasin's Monson on 'blue sky ahead but possibility of short-sharp storms in between'

Shocks could be caused by end of QE, global debt or populism

Mike Sheen
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Guy Monson of Sarasin and Partners
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Guy Monson of Sarasin and Partners

Strong prospects for investors over the mid-term are under threat from the possibility of a "short, sharp shock" in global markets, similar to that seen in 1987, according to CIO of Sarasin and Partners Guy Monson.

Monson, who is also lead manager of the JSS Thematic Equity fund and co-manager of Sarasin's Global Equity Opportunities and Global Dividend funds, said the firm's investment committee faces the challenge...

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