Brian Kloss, portfolio manager and head of high yield for Legg Mason affiliate Brandywine Global, says small caps should do well and the dollar will likely appreciate when the US reverses QE.
Category: Forum Q&A
Video: Aberdeen Standard Investments on Europe’s small caps
Quant analysis is key to small cap investing due to the large number of smaller companies, explains Dale MacLennan, investment director of equities.
Video: Lazard Asset Management on global equities
Earnings forecast-ability of companies is a key criteria in the economic franchise investing strategy, explains Edward Keating, client portfolio manager.
Video: Franklin Templeton on EM investing
Transparency is an immense challenge when looking at EM small caps, explains Alistair MacDonald, vice president and institutional portfolio manager of Templeton Emerging Markets Group.
Video: T Rowe Price on global fixed income
The mixture of interest rate hikes and cuts globally creates opportunities in fixed income, explains Terry Moore, portfolio specialist in the fixed income division.
Video: BNY Mellon on income investing
Charles Martin, portfolio specialist for BNY Mellon’s Insight Investment, answers questions on the firm’s short duration high yield strategy.
FSA Investment Forum Bangkok September 2017
FSA presents video highlights from the Investment Forum, which was held on 26 September at the Anantara Siam Hotel in Bangkok.
Video: Nikko AM on Asian Credit
Bertram Sarmago, the firm’s investment director, answers three questions on Asian credit on the sidelines of the Bangkok Investment Forum last week.
FSA Investment Forum Kuala Lumpur 2017
FSA presents photo highlights from the event, which was held on 28 September at the Mandarin Oriental Hotel in Kuala Lumpur.
Video: Unigestion on risk premia strategies
Olivier Blin, investment manager at Unigestion, answers three questions about risk premia strategies.
