Just around the corner are a Trump presidency, Brexit implementation and elections in Europe, while in China the RMB plunges and debt grows. Yet markets are dangerously optimistic, as the three major indices in the US recently reached all time highs on the same day.
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“We are cognizant that this is a cyclical bull market in a secular bear within a sphere of uncertainty and we therefore remain selective, investing only in a universe of quality companies.” Robert Ruderschmidt, portfolio manager, Overflowing Alpha Asset Management |
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“We’re optimistic because all the buying and selling can be justified by the upcoming macro events, which will be great for commissions.” Louie Zheng, head of discretionary mandates, Global Behemoth Private Bank |
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“I have sent your request for comment to compliance. The waiting period for response is 4-6 weeks, but nobody really works the first week of January. Warm wishes for the holidays.” Fanny Leung, corporate communications, Absolute Zero Risk Investment Management (AzRIM)
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“Next year we’ll be more granular, but we’ll avoid getting microscopic.” Bogdan Uritescu, head of global distribution, Shoot the Lights Out Asset Management |
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“As a leading global investment firm, we remain dynamic in serving the changing needs of our valued clients through all market cycles.” Pollyanna Sim, head of marketing in APAC, StraightTalk Fund Management Group |
