Targeting real returns with worldwide growth
Our experts debated the following issues:- Investors are still reducing their allocation to equities. What role do equities play in a portfolio today? Is the global equity risk premium still worth it?
- Looking ahead, why will active management be so important when it comes to global equity markets?
- How will a rising real rate environment affect global equities and how should investors respond?
- How should investors deal with macro-economic factors such as low oil price, low inflation, Grexit and a strengthening dollar in their equity portfolios?
- Are areas of the equity market in a bubble?
- Sebastian Cheek, deputy editor, portfolio institutional
- Lance Philips, head of equities, Legal and General Investment Management
- Graham Mason, head of investment – equity, multi asset & retail fixed income, M&G
- William Parry, investment consultant, Buck Consultants
- Richard Dell, principal, Mercer
- Giles Craven, chairman, Waterways Pension Fund
