In the third of a special series of videos, Lawrence Gosling talks to Eclectica founder Hugh Hendry about avoiding the policy errors of the past.
In the second of a series of daily videos, Lawrence Gosling speaks to Eclectica Asset Management founder Hugh Hendry about the impact of QE programmes across the globe.
In the first of a short series, Lawrence Gosling speaks to Eclectica Asset Management founder Hugh Hendry about his investment approach and market views.
In an exclusive interview, Hugh Hendry explains his 'out of the box' thinking, analyses a policymaking pivot, and responds to critics who claim he has 'gone over to the dark side'.
Nouriel Roubini, famed for his gloomy predictions on the global economy, has become the latest bear to turn more optimistic over prospects for 2014.
As 2013 draws to a close, we look back over the major news stories in an eventful year.
Hedge fund manager Hugh Hendry moved to play the summer EM sell-off by pitting 'good' emerging markets against struggling peers.
Eclectica's Hugh Hendry added to a short position in Chinese equities in May, weeks before a soaring interbank rate sent the country's stock market into bear territory, it has emerged.
Hugh Hendry has backed Japanese equities to continue their stellar start to 2013, but is also boosting exposure to sovereign bonds on concerns Japan's recovery will have harmful effects elsewhere.