Monson: 2011 will be a year of ‘consolidation'

clock

The theme of this year will be consolidation, following on from a 2010 characterised by "unnatural" government intervention in markets, according to Guy Monson, CIO and managing partner of Sarasin.

After a 2009 dictated by crisis economics, 2010 was a year of stimulus economics, Monson said. “It was an unnatural world of QE, of interest rates, fiscal stimulus plans, governments intervening in bond markets, and it completely distorted normal dynamics of asset management in all the individual investment markets. “I mark 2011 much more as a year of consolidation. It will be a more honest year of getting public deficits under control in the West, and of controlling inflation and managing domestic demand in the East,” he added. Monson runs the £463m Sarasin EquiSar Global Thematic...

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 Investment

Stories of the week: US equities, the FCA, and Mark Carney

Stories of the week: US equities, the FCA, and Mark Carney

Tariffs, Artemis, and aberdeen: The biggest stories from the world of investment and asset management this week

clock 14 March 2025 • 1 min read
Investment Week reveals finalists for Fund Manager of the Year Awards 2025

Investment Week reveals finalists for Fund Manager of the Year Awards 2025

Special 30th Anniversary Awards ceremony on 19 June

Katrina Lloyd
clock 12 March 2025 • 10 min read

Partner Insight: US fiscal policy: opportunities amidst uncertainty

T.Rowe Price
clock 12 March 2025 • 2 min read
Trustpilot