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PortfolioConstruction
Markets Summit 2010
Theme 3: The outlook
for the global equity markets
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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. |
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Martin Conlon
Hd Aus Equities
Schroders
Australia
Bio > |
Simon Flood
CIO, Lion Global Investors
Singapore
Bio >
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Hamish Douglass
MD & CEO
Magellan
Australia
Bio >
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Kurt Umbrager
Portfolio Spec'list
T.Rowe Price
USA
Bio > |
Andrew Clifford
Deputy CIO, Platinum Asset Mgmt,
Australia
Bio >
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