The uncertainty over how Britain will negotiate its exit from the EU and the shape of any resulting trade deals may be a headache for politicians but for fund managers the challenges are equally daunting. How should a portfolio be re-weighted? Where are the best safe havens - assuming there are any? And what advice is there for investors who may be feeling spooked by all the uncertainty? Well one person familiar with those issues is Gary Waite, Portfolio Manager for Walker Cripps Investment Management and Gary joins Juliette Foster in the studio.
How do you invest in a post-Brexit world? Someone who's been doing that is Adam French, the UK Managing Director at Scalable Capital and he joined Steve Clarke in studio to provide an insight into ‘dynamic risk management’ which has helped clients in times of market volatility.
As we all know, property in London is not cheap, but where, if anywhere, is there still value to be had and will prices keep on rising? Well to answer that and other questions The London Valuation Report launches next week from property investment firm IP Global. It looks at how property in London has performed compared to other assets and against other global cities and to get a peek into its contents Steve Clarke is joined on Investment Perspectives by Hamish Pound from IP Global.
India's long term economic prospects are good...that's according to the professional services company Price Waterhouse Coopers, whose latest analysis predicts that by 2050 India's economy could outperform those of the United States and China. However if India is to realise its potential, it has to sustain its reform policies whilst increasing investments in infrastructure and education. With so much in its favour is India the next investment hotspot? That's certainly the view of Spike Hughes, founder and CEO of Cohesion Investments whose joined forces with India's Reliance Capital Asset Management to launch a new fund. Spike Hughes now joins Juliette Foster in the studio.
The US Federal Reserve says it's upbeat about America's economy while the recent pick-up in inflation is on track to hit the Fed's target of 2%. It's a timely prognosis that comes ahead of next week's meeting of Fed officials and after February's employment data showed the US economy is creating more jobs. So if you're looking to take a punt on the world's biggest economy, what's the best way to get in? Cole Smead is a Co- Portfolio Manager of the Washington based investment advisor, "Smead Capital Management" and he joined Juliette Foster in the studio.
A survey by the professional services firm, Deloitte, claims the Infrastructure Investment sector is facing a tough time amidst a 'risky regulatory environment'. The report surveyed 25 European infrastructure investors, including direct lenders, and amongst other things, examined how they're managing their assets. So what else did they find?
Juliette Foster is joined on the line by Jason Clatworthy, an infrastructure M&A partner at Deloitte.
The world's financial markets got off to a wobbly start earlier in the year as fears over the health of the global economy - and China in particular - punched a hole in the value of sectors that traditionally perform well. However it wasn't all bad news as biotechnology companies held their ground and they've continued to go from strength to strength, delivering impressive returns to investors. Carl Harald Janson is the manager of the "International Biotechnology Trust" and he joins Juliette Foster in the studio.
Investment Perspectives: What is fact and what is fiction? That question has never been more pertinent as the UK weighs up the arguments ahead of the In/Out referendum on June 23rd. Rathbones, the UK provider of personalised investment management and wealth management services, has published a new report that specifically looks to address five myths around key areas of the Brexit debate: immigration, trade, financials, public finance, and foreign investment. Share Radio's Michael Considine discussed some of them with Ed Smith, Asset Allocation Strategist at Rathbones and began by asking him whether the arguments against immigration stood up to investigation.
As you've been hearing in the news, the International Monetary Fund has warned that Europe faces severe economic and political damage if Britain votes to leave the EU in June's upcoming referendum. In its latest global update the IMF claimed a BREXIT would disrupt established trading relationships and cause "major challenges" for both the UK and the rest of Europe. Campaigners who want Britain to leave Europe say that IMF forecasts about Britain and other countries had been "consistently wrong" and that the biggest risks were "remaining in an unreformed EU". Arguments over whether Britain should stay in our out of Europe are of limited help to investors looking to position their financial portfolios in the run up to the vote. So where are the safe havens to put the money? Is it worth making any plans or should investors just sit tight and see how the drama plays out? Nizam Hamid, ETF Strategist at WisdomTree Europe and he joins Investment Perspectives presenter Juliette Foster, in the studio.