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Neil Woodford, emerging markets and QE black holes

Jupiter's John Chatfeild-Roberts discusses the three big topics perplexing investors today.

Neil Woodford, emerging markets and QE black holes

John Chatfeild-Roberts is chief investment officer at Jupiter Asset Management and head of the 'multi-manager' team that picks funds for its Merlin range of fund of funds.

In this video interview he discusses three of the biggest topics for private investors right now:

  • what do you do with investments in Invesco Perpetual Income and High Income funds after their manager Neil Woodford leaves next year?
  • what are the prospects for emerging markets, and their bonds in particular, as the US looks toward tightening monetary policy?
  • where is good value in stock markets after a prolonged rally generated by central banks 'printing' money?

1 comment so far. Why not have your say?

Jonathan

Nov 14, 2013 at 15:01

The "hole" they are "filling in" is the deficit. If analysts would just look at the deficit rather than just listening to what the chairman of the Fed has to say they would have a much better idea of the future of QE. From my analysis it has a way to go before "tapering" is even considered. The Fed's announcements are a monetary policy in themselves and not necessarily any indication of their real intentions.

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