Industry commentators have been warning for some time of the challenges ahead for younger investors, who started their careers in the aftermath of the financial crisis and have no experience of managing money in a rising rate environment.
However, it appears these newer managers (many of whom feature in Investment Week's Managers to Watch series) may have more to offer in some cases than their experienced counterparts as we enter a new phase of heightened geopolitical risk. As Henderson head of multi-asset Paul O'Connor identifies, the world is in the "midst of a significant change". "The current generation of investors has been exposed to a number of economic and financial crises, but few have been exposed to political crises within markets," he said. One of the hardest areas to forecast is the fall-out from Presiden...
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