Investor Dialogue: Clariden Leu's Sandeep Malhotra

The chief investment officer and head of global investment solutions at Clariden Leu reveals an optimistic view on risk assets and talks about preserving capital in the West and growing in the East.
Sandeep Malhotra
Sandeep Malhotra

What is your investment outlook for the rest of this year and for 2011
We are generally optimistic on risk assets and cautiously optimistic on equities. Equities markets, even in Asia, are still very correlated with those in the West and cyclically they have not decoupled. Currently emerging markets equities are slightly underperforming developed markets but if markets stay optimistic this could change and emerging markets equities could outperform. The impact of the withdrawal of stimulus packages will also need to be closely monitored.

How has your focus on Asia changed
We have increased our presence in Asia, both in terms of the assets under...

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