Part II: What is your investment strategy for an uncertain and post-Brexit 2016?

Global uncertainty since Brexit

clock • 8 min read

In the second part of this month's big question, fund managers from Investment Week's Funds to Watch conference reveal how they are positioned for the second half of 2016 and where they identify the best opportunities and biggest risks in their part of the market.

Eric Moffett, portfolio manager, Asian equities T.Rowe Price We maintain significant active positions in consumer staples businesses. Convenience stores, supermarkets, manufacturers of day-to-day necessities are well positioned to grow revenues in Asia well into the future. In financials we see sustainable demand in insurance companies as consumers demand higher protection, and in real estate. We think Hong Kong is offering good value currently in companies exposed to both global growth and the domestic real estate market.  The higher growth South Asian markets like India, Indonesia...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Europe

ECB lowers interest rates to 2.75% amid stagnant growth and sticky inflation

ECB lowers interest rates to 2.75% amid stagnant growth and sticky inflation

Lowest rate since March 2023

Sorin Dojan
clock 30 January 2025 • 2 min read
European companies forecast to pay out record dividends in 2025

European companies forecast to pay out record dividends in 2025

Expected 4% rise to €459bn

Beth Brearley
clock 14 January 2025 • 1 min read
Moody's downgrades France's credit rating amid political crisis

Moody's downgrades France's credit rating amid political crisis

From 'Aa2' to 'Aa3'

Sorin Dojan
clock 16 December 2024 • 3 min read
Trustpilot