The markets’ precipitous decline has given fund managers with significant cash holdings a bevy of investing opportunities
Recovery should set in by second half of 2009, but money managers are guarded on India, Taiwan and Thailand
Money managers are betting on companies that will benefit from infrastructure spending; avoiding export-sensitive industries
Segregated and mutual funds that invest in real property have produced positive returns over the past 12 months
Many PPNs have converted to bonds to satisfy their guarantees of principal; investors’ return is zilch
He calls his style “common sense”
Colonoscopies are recommended for those over 50; you may have to go on a waiting list because demand is increasing
But many Asian companies are still in good shape with reduced leverage and strong balance sheets
Using long-dated call options is one way to help clients “get out of the soup,” says Wellington West’s Charlie Spiring