Investors rate Europe and technology

The audience of 500-plus portfolio managers at Credit Suisse’s annual Hong Kong event was bearish on property and the renminbi.

Investors rate Europe and technology

Investment predictions can be treacherous less so when you ask about 500 portfolio managers, most of whom represent desks with more than $5 billion to play with.

A good test of this theory came as global fund managers gathered at Credit Suisse’s annual Asian investment conference in Hong Kong.

The audience expressed enthusiasm for European equities, with 43% of the room voting the region as the most likely to outperform over the course of 2014.

Sector-wise a...

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