Euan Munro, CEO of Newton Investment Management, speaks to Katrina Lloyd about recent turmoil in the banking sector, a turning point for portfolios and why governance is key to solving a number of industry issues.
The tumultuous events of the past few months in the banking sector have prompted many articles asking if this is another Lehman moment, a wider banking crisis, or a credit crunch? Euan Munro is well placed to offer a perspective on the current environment in the context of an investing career spanning over 30 years, including 18 years as a macro investor at Standard Life Investments, where he was the architect of the GARS capability and rose to be executive director, head of fixed interest and multi-asset investing. In recent years, he has also been able to observe the impact of marke...
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