AMP Capital expects financials to recover in 2009
Investment Outlook Series: Shane Oliver, head of investment strategy at AMP Capital Investors, favours China, Korea and Thailand, but says the firm has moved to underweight Asian shares due to inflation concerns.
This is part of an AsianInvestor series on the investment outlook of fund managers with Asian portfolios.Shane Oliver, Sydney-based head of investment strategy and chief economist at AMP Capital Investors, is responsible for the fund houseÆs diversified or multi-asset funds. These funds invest in a whole range of assets including, bonds, equities, cash, property, infrastructure, private equity and hedge funds. The total AUM of the multi-asset funds is $18 billion.AMP Capital Investors…
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