By Ignis Asset Management
Thursday November 11, 2010 at 11:20
The bull market in bonds is about to come to an end according to Barry
Norris, manager of the Ignis
Argonaut European Alpha fund.
Low risk investments and the long running theme of capital preservation go
with it, Norris believes, as global economic growth and inflation, bolstered
by a second round of quantitative easing in the US, surprise many on the
upside.
Speaking in an exclusive video interview with Trustnet editor in chief
Jonathan Boyd, Norris was bullish on the outlook for equities, which he said
already offer greater yield potential than cash or fixed interest assets.
Highlights:
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Details of Argonaut's approach to investing
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The case for Europe ex UK equities
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The threat inflation poses to investors
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How Germany's age of austerity is already over
Click
here to watch the full interview now...