Sat, Apr 18, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Emerging Market & Japanese Equities, Cyclical Sectors Still Favoured ...
Radio Feature 97: Sona Blessing in conversation with Tilmann Galler
 
Wednesday, April 16, 2014

radio Tilmann Galler, Executive Director, is a client portfolio manager and global market strategist at J.P. Morgan Asset Management in Frankfurt and responsible for equity and multi asset portfolios.
In this podcast he share his thoughts on asset allocation, possible headwinds and optimising risk-reward premiums ...

 Download this feature as MP3 (30.28 MB)

 
Listen to the complete feature
Emerging Market & Japanese Equities, Cyclical Sectors Still Favoured ...

Duration: 13:14 

 

Or listen to selected sub-features
  • Q1 - What is J.P. Morgan’s base case scenario for the remainder of this year?

    Duration: 00:41 


  • Q2 - What are the headwinds? How would you rate the probability of China having a hard landing?

    Duration: 01:53 


  • Q3 - How could a portfolio be positioned to minimise potential losses and/or exploit, optimise positive performance?

    Duration: 02:11 


  • Q4 - As an asset class aren’t equities starting to look expensive - on an absolute and a relative basis?

    Duration: 02:05 


  • Q5 - What is your geographic outlook and stock picks based thereon?

    Duration: 01:48 


  • Q6 - From a sector perspective do you still favour cyclicals?

    Duration: 00:47 


  • Q7 - What are your thoughts on companies’ preference for raising dividend pay outs vs. making capital investments?

    Duration: 01:00 


  • Q8 - How are current developments in equity valuations going to influence merger and acquisition activity?

    Duration: 00:50 


  • Q9 - How are you managing an asset’s (for e.g. equities) currency related risks?

    Duration: 01:59 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Tiger Global falls 2.9% in March, down 5.3% in Q1[more]

    From Reuters.com: Investment firm Tiger Global Management, one of the hedge fund industry's most closely watched players, told clients that its hedge fund lost 5.3 percent during the first quarter, an investor said on Wednesday. Much of the decline came in March when the fund lost 2.9 percent,

  2. It’s not just hedge funds—IMF study finds stability risks from ‘vanilla’ funds[more]

    From MarketWatch.com: Leveraged hedge funds and banklike money-market funds are the parts of the asset-management industry most associated with risks to financial stability. But a report from the International Monetary Fund suggests that “plain-vanilla” mutual funds and exchange-traded funds also ca

  3. Hedge funds gain 2.4% in Q1 driven by currency and commodity markets[more]

    Komfie Manalo, Opalesque Asia: Hedge funds posted positive results last March to conclude a strong first quarter, with performance driven by strong macro trends in currency and commodity markets, complemented by broad-based gains and positioning in event driven, equity hedge and fixed income-b

  4. Hedge funds looking to continue their rally in Q2[more]

    Komfie Manalo, Opalesque Asia: Hedge funds finished the first quarter on a strong note and are looking to continue the rally in the second quarter, said Lyxor Asset Management in its Weekly Brief. The Lyxor Hedge Fund Index is up 0.4% over the week

  5. Hedge funds down -0.17% in March (+1.23%YTD)[more]

    Bailey McCann, Opalesque New York: The hedge fund industry produced an aggregate return of –0.17% in March to end Q1 2015 up 1.23%, compared to the S&P 500 which increased 0.96%, according to the latest data from eVestment. Hedge fund performance returns were mixed in March amid increased equity