Is this as good as it gets? Low growth, stretched valuations and risk assets are a worry. These are three of headline issues currently posing major challenges to leading chief investment officers.
During a lively roundtable debate at Citywire’s offices in London, Andrew Balls of Pimco, BlackRock’s Nigel Bolton and Mark Burgess of Columbia Threadneedle shared their fears, follies and insights into the current market mood.
Moderated by Citywire’s executive chairman, Lawrence Lever, and the head of investment research, Frank Talbot, the senior trio also clash over where best to allocate their own capital given the existing investment climate.