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Tag Archives: Guest blog
Europe, China and holiday planning
Guest blog: James Harries, Fund Manager, Newton Investment Management
In a client meeting yesterday I was asked if the concerns relating to Europe and China specifically and emerging markets more broadly are reasonable. Well, I do think that China is slowing and is likely to continue slowing; at Newton we think there’s been a big misallocation of capital in that economy and that the air coming out of the property sector there is likely to knock onto other areas of the economy in a way that won’t be particularly beneficial to investors.
The success of the long distance investor
Guest blog: Anthony Cross, Fund Manager, Liontrust Asset Management
When Usain Bolt broke the world record for the 100 and 200 metres at the Beijing Olympics in August 2008, the world was still a month away from being shaken by the news that Lehman Brothers was filing for bankruptcy. Four years later, with the world’s best athletes preparing to descend on London, Lehmans turned out to be just one in a series of financial tremors.