In this edition of Portfolio Perspectives Live, the three key areas focused on by our panel of senior portfolio managers and investment specialists include:

  • Which asset classes they think will be most impacted following the Fed’s announcement that they may taper asset purchases before year end.
  • The underperformance of emerging market assets and whether the panel think this is set to continue or whether there is a tactical opportunity to be had.
  • Whether the European crisis is over or whether there are still further rounds to be played out.