The senior VP and client portfolio manager on the equities and alternatives team, who presented at the FSA Alts Forums in Hong Kong and Singapore, says he’s finding more short ideas in the US as the S&P continues to reach all time highs. However, the time isn’t right to go net short in the US.
Video interview: Neuberger Berman’s Michael Dyer
Dyer talks about his team's stockpicking strategy and current equity risk.
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FSA SPY
The FSA Spy market buzz – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
