Market had volatile start to the year
In the second part of this special Big Question feature, investors and managers explain their portfolio positioning during a tough start to the year.
While the Chinese economy is undergoing a structural slowdown, it would be incorrect to translate this into an assumption for an imminent 'hard landing' given that policy makers still have significant flexibility to support growth.
Allianz GI's strategist shares his view
In the penultimate video of our series, Eclectica founder Hugh Hendry explains why the team does not fear being wrong when making calls for the portfolio.
Conditions may worsen