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.
Tags: Asset Management, Bond Yields, Bonds, Bull Bear, China, Consumption, Face To Face, Financial Times, Gillian Tett, Gold, Hasn, Hugh Hendry, Image View, Interview Source, Investment Manager, Source Financial, Top Notch, Topical Issues, Video Clip
Posted in Gold, Markets | No Comments »
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Courtesy of Bespoke Investment Group
2008 hasn’t just been a bad year for US stock markets, it’s been bad across the world. As shown below, with the exception of China, each of the major international equity indices highlighted are down on the year. Furthermore, eight different countries are currently within striking distance (2%) of hitting new 52-week lows.
Tags: 52 Week Lows, Blog, Brazil, BRIC, BRICs, Canadian Stocks, China, Hasn, India, International, International Equity, Investment, Investment Group, Markets, Miscellaneous, New 52 Week Lows, risk, Stock Markets, Striking Distance, US Stocks
Posted in Markets | No Comments »
There are more things to alarm us than to harm us, and we suffer more often in apprehension than reality.
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Jeff Saut’s Daily Audio Comment is recorded every weekday, except Wednesday, at 9 a.m. ET. It is made available to the public on this Web page at approximately 1 p.m. ET.
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