In spite of all the macro uncertainty 2012 has been a decent year for most asset classes. We travelled to Edinburgh to interview some of the best manager talent operating out of Scotland to ask what they expect from 2013.
We asked our Selection managers where the surprises might come from, what to be worried about, and what to make of the fiscal cliff and slowing Chinese economy.
We met with:-
Euan Munro - Standard Life Inv Global Absolute Return Strategies - Standard Life Investments head of multi asset investing and fixed income as well as lead manager of the extremely consistent £19 billion SLI GARS fund. View full interview here.
Guy Stern - Standard Life Inv Global Absolute Return Strategies - Head of multi asset investing for Standard Life Investments and co-manager with Euan Munro on the GARS fund.