Face to Face with Hugh Hendry
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July 9th, 2009 by Prieur du Plessis, Investment Postcards from Cape Town
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Hugh Hendry, founder of Eclectica Asset Management, shares his views on a number of topical issues with the Financial Times’s Gillian Tett in a three-part interview. He is not only outspoken, but also a top-notch investment manager - just the right ingredients for compelling viewing material.
Part 1: Bond bull, equity bear
Hendry explains why he remains bullish on bonds and worried about deflation.
Click here or on the image below to view the video clip.
Part 2: Fed hasn’t done enough
Hendry explains why record issuances will still see bond yields fall, and how politics is tying the Fed’s hands.
Click here to view part 2 of the interview.
Part 3: Bearish on China and gold
Henry argues that China is too dependent on US consumption for real recovery.
Click here to view part 3 of the interview.
Source: Financial Times, July 5, 2009.
Dr. Prieur du Plessis is an investment professional with 26 years' experience in investment research and portfolio management. More than 1,200 of his articles on investment-related topics have been published in various regular newspaper, journal and Internet columns, including his blog, Investment Postcards from Cape Town. He has also published a book, Financial Basics: Investment. Prieur is Chairman and principal shareholder of South African-based Plexus Asset Management, which he founded in 1995. The group conducts investment management, investment consulting, private equity and real estate activities in South Africa and a number of foreign countries. He also serves as Honorary Consul of Slovenia for South Africa, actively developing economic, cultural and scientific relations between Slovenia and South Africa. Prieur is 54 years old and live with his wife, television producer and presenter Isabel Verwey, and two children in Cape Town, South Africa. His leisure activities include long-distance running, traveling, reading, motor-cycling and scripophily. Read more from the author/contributor here.
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