3 unique perspectives on investing in 2014

At a recent client event we asked three of our portfolio managers specialising in different asset classes to share their top investment tips for the year ahead:

 

Vimal Gor, Head of Income & Fixed Interest: The outlook for bonds in 2014

Vimal talks about the rise of the fixed income manager from ‘miserable nerd’ to ‘rockstar’ and – with the latest upswing in equity markets – back again … but argues an investment in bonds is never out of fashion.

 

Chris Lees, portfolio manager, J O Hambro Capital Management “Beware good houses in bad neighbourhoods”

UK-based Chris Lees manages the J O Hambro Capital Management Global Select Fund.  He explains some of the long-term money making insights that feed the four dimensional investment process for the Fund.

 

Crispin Murray, Head of Australian Equities, BTIM: “identifying the opportunities in the Australian equity market”

In an environment where low growth is the new normal, more than ever investors have to know where to look for the pockets of high return.  Crispin explains the top three things he’s looking for in 2014.

 

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