Most asset allocation processes require you to decide asset class returns and volatility. In a (increasingly heated!) session at THE Investment Conference 2003 (18/19 August 2003), carefully selected investment experts "dropped their trousers" and showed us their income, growth, and total returns expectations over the next year, and the risks to them. Our experts were:
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Kumar Palghat, Director Portfolio Management Asia Pacific, PIMCO;
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Andrew Clifford, Director, Platinum Asset Management;
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Crispin Murray, Head of Australian Equities, BT Financial G...