Volatile markets offer buying opportunity - Whiteoak

Axa Framlington manager Roger Whiteoak believes a buying opportunity is currently being presented by...

Axa Framlington manager Roger Whiteoak believes a buying opportunity is currently being presented by volatile stock markets, sparked by rising interest rates. Whiteoak says he is exploiting the opportunity by playing on three global strategic themes as he searches within smaller companies. These themes are industrialisation of China and integration of Eastern Europe, India, South America into the global economy and democracy, and an emerging global demand for capital and shortage of resources. “The diversity of returns in smaller companies over the recent years has highlighted the man...