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Global equity manager cuts Asia and ups 'controversial' Europe

Developed markets are back in favour for Tree Top AM's Peter Robson but he is selling out of the US housing recovery theme.

On Citywire today

Top investment ideas in Asia fixed income revealed Top investment ideas in Asia fixed income revealed by Nick Tay Overnight Markets: US stocks extend rally on Fed policy hopes Overnight Markets: US stocks extend rally on Fed policy hopes by Himanshu Singh Three reasons why Turkish protests are no Arab spring Three reasons why Turkish protests are no Arab spring by Nick Tay

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On the road

Having a chat in between the workshops with Kairos' Mario Unali at Montreux

Having a chat in between the workshops with Kairos' Mario Unali at Montreux

Discussing IFAs networks in Europe with Gilles Etcheberrigaray from Invest AM (Group Cyrus).

Discussing IFAs networks in Europe with Gilles Etcheberrigaray from Invest AM (Group Cyrus).
Meeting Félix López from Atl Capital in Madrid

Meeting Félix López from Atl Capital in Madrid
Meeting with Julia Kuzomka of Bestadvice in Munich

Meeting with Julia Kuzomka of Bestadvice in Munich
More photos – click here

More photos – click here
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