The hike in oil and commodity prices is having a big impact, not just on company valuations but on how fixed interest managers rate emerging market debt
International Investment brings together the views of four leading fund managers, two covering European equities and two on emerging market debt, to highlight the opportunities and threats to their asset classes during 2006. Taking part are John Botham, European fund manager at Hendersons; Dominic Wallington his counterpart at Invesco Perpetual; Sarvjeev Sidhu, global head of emerging markets debt at Aegon; and Greg Saichin, head of emerging markets bonds at Pioneer Investments. Can you give us a brief outlook on European prospects as things stand? John Botham (JB): We still see some u...
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