What keeps you awake at night?

CQS was the most recent asset manager to give its London client conference the theme of ‘uncertainty' - around the global economy and asset classes - but it will not be the last.

Royal London Asset Management is drawing on a similar theme for its own gathering. One rival’s marketing head said: “Whether or not we use the word ‘uncertainty’ in the title, we would talk mainly about risk and uncertainty anyway.” Although the credit crunch has ended, fear about various dangers has not. Michael Hintze, CQS’s chief executive, opened his firm’s ‘Investing in an Age of Anxiety’ seminar by explaining the things that keep him awake at night. Broadly, they are, can China maintain growth and job creation rates, and control inflation? What happens post-QE2? Will systemic r...