Industry CEOs on the major challenges investors are ignoring

What are the biggest challenges the senior executives of investment management firms are currently concerned about? Hardeep Tawakley asked three: Hermes' Saker Nusseibeh (left), OMGI's Julian Ide (centre) and Rathbones' Julian Chillingworth for their view from the top

Old Mutual Global Investors CEO Julian Ide, Hermes CEO Saker Nusseibeh and Rathbones CIO Julian Chillingworth examine a variety of industry issues they suggest investors may be ignoring.

How will markets react to stronger growth in the US? The North American stock markets have reached new highs this year, and investors have factored in growth of between 2.5% and 3% in the region in 2014. However, stronger growth is not being factoring into portfolio decisions, according to Rathbones' Julian Chillingworth, who argued this could easily catch investors out later in the year.  If growth on the other side of the Atlantic surprises on the upside, the Federal Reserve could become more concerned about the pick-up in inflation, he said. As a consequence, interest rates could r...