PortfolioConstruction Markets Summit 2010

Theme 3:  The outlook for the global equity markets
 

Our global equity investment experts - Martin Conlon of Schroders, Simon Flood of Lion Global Investors, Hamish Douglass of Magellan Financial Group, Kurt Umbarger of T. Rowe Price, and Andrew Clifford of Platinum Asset Management - shared their views of the current status and 2010-2012 outlook for the global equity markets including:
- What happened in 2009 - the surprises, key lessons learned
- Where global equity markets are at now
- The outlook for global equity markets
- the most likely scenario for the key sectors over 2010-2012
- key risks and opportunities to that outlook
- signposts to watch for to ensure the scenario is on track.

 

Martin Conlon
Hd Aus Equities
Schroders
Australia

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Simon Flood
CIO, Lion Global Investors
Singapore
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Hamish Douglass
MD & CEO
Magellan
Australia

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Kurt Umbrager
Portfolio Spec'list
T.Rowe Price
USA

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Andrew Clifford
Deputy CIO, Platinum Asset Mgmt, Australia
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