Aug.02 -- Matthew Rothman, head of global quantitative equity research at Credit Suisse, examines what has changed in the 10 years since the financial crisis and discusses what worries him in the current market.
ClearBridge Investments: Despite recent strong performance for listed infrastructure versus equities, infrastructure valuations are still attractive on a risk adjusted basis, and could have room to run.
Brandywine Global: The interplay between policy-driven trade realignments, cyclical relative growth shifts, structural capital flow adjustments, and relative currency valuations could open new avenues for alpha generation in emerging markets.