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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 



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