Dan Kemp, Co-head of investment consulting and portfolio management, EMEA, at Morningstar, talked to Investment Week about the key issues for fund selectors in the current market environment.
‘The main issue facing clients is interest rates’
'Investors should expect nothing from bonds’
'The biggest issue facing markets is Ukraine'
How negative rates could boost Japanese equity markets
'The key question now is how to counterbalance equity exposure'
‘One of the nastiest pain trades ever’