Looking into the future

Tete a Tete: 2008 Outlook

Well, it wasn't too difficult to see what was best avoided in 2007 - anything long sub-prime, or stocks that smacked of having their fortunes even vaguely tied to those taking out mortgages in the US. Indeed, hopefully your chosen hedge fund manager did just that, or even better, shorted US housing over the summer months.

And what was worth getting right in 2007? Emerging markets, as always, went their merry northwards way, along with China and commodities, each to such an extent that despite

To continue reading...

You need to sign in to use this feature. If you don’t have a Risk.net account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here: