Peter Lowman is chief investment officer at Investment Quorum. He tells Julia Rampen why Japan is in a sweet spot, why he is still bearish on bonds, and which managers could be future industry stars.
How are you positioned currently? We prefer the developed markets. Europe has been a rollercoaster ride throughout this year, but we are probably getting fairly near to European Central Bank president Mario Draghi implementing quantitative easing. We have bought a mixture of positions in Europe. These include the Henderson European Focus fund, which holds multi-national companies with earnings streams throughout the world, and the Baring Europe Select fund for mid to small caps, which will probably benefit from any future QE in the eurozone. Thirdly, we have a fund which is fairly ...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
