Stephanie Flanders, Chief Market Strategist for the UK and Europe and Richard Titherington, Chief Investment Officer, EM
Join Stephanie Flanders, Chief Market Strategist for the UK and Europe, and special guest Richard Titherington, Chief Investment Officer and Head of the Emerging Markets Equity Team, for the Q2 2014 Quarterly Market Insights webconference.
Put your questions to Stephanie and Richard on the issues that matter to your clients, as they share their views on the themes shaping global markets today, as well as offer insight into the current performance of emerging markets.
In this call Stephanie will discuss the following themes:
- 2014 has been kinder to core fixed income assets than previously expected, but the eventual rise in interest rates will still create challenges for the asset class and underlines the need for a diversified approach to fixed income investing
-The European recovery has not yet been reflected in corporate earnings. Will this year see a turn in the earnings cycle?
-Emerging markets have become an unloved asset class, but current valuations are difficult to ignore for the long term investor
-Political risks create uncertainty and add to market volatility, but investors should focus on fundamentals when taking a long term approach
In the UK, this call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII).