Three investment managers give their views...
Laurence Boyle Fund director, WDb Assetmaster Last year has been another difficult one for equity markets with the turmoil created by the problems of the eurozone leading investors to safe havens assets. But which asset classes will outperform this year? On our bullish outlook, when we get a credible eurozone solution, emerging markets appear to offer an excellent opportunity. Many emerging markets have underperformed for some time as concerns raised about inflationary pressures have forced interest rates higher. However, slowing global growth and falling commodity prices mean infla...
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