Face to face with Hugh Hendry
Source: http://www.investmentpostcards.com/2009/07/09/face-to-face-with-hugh-hendry/Posted on Thursday, July 9th, 2009 | In Bonds, Market Commentary
Hugh Hendry, founder of Eclectica Asset Management, shares his views on a number of topical issues with the Financial Times’s Gillian Tett in a three-part interview. He is not only outspoken, but also a top-notch investment manager – just the right ingredients for compelling viewing material.
Part 1: Bond bull, equity bear
Hendry explains why he remains bullish on bonds and worried about deflation.
Click here or on the image below to view the video clip.
Part 2: Fed hasn’t done enough
Hendry explains why record issuances will still see bond yields fall, and how politics is tying the Fed’s hands.
Click here to view part 2 of the interview.
Part 3: Bearish on China and gold
Henry argues that China is too dependent on US consumption for real recovery.
Click here to view part 3 of the interview.
Source: Financial Times, July 5, 2009.
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Bonds, China, Eclectica Asset Management, Federal Reserve System, Financial Times, founder, Gillian Tett;, Hugh Hendry, Investment Manager, investment postcards, Market Commentary, The Financial Times, The Macro Trader, United States
 About Prieur du Plessis (http://www.investmentpostcards.com)
Prieur du Plessis has 25 years’ experience in professional investment research and portfolio management. More than 1,000 of his articles on investment-related topics have been published in various regular newspaper, journal and Internet columns. He has also published a book, Financial Basics: Investment. Prieur is chief executive and principal shareholder of South African-based Plexus Asset Management, which he founded in 1995. The group conducts investment management, investment consulting, private equity and real estate activities in South Africa and other African countries. Plexus is the South African partner of John Mauldin, author of the Thoughts from the Frontline e-letter, and also has an exclusive licensing agreement with California-based Research Affiliates for managing and distributing its enhanced Fundamental IndexTM methodology in the Pan-African area. Prieur is 52 years old and lives with his wife, television producer and presenter Isabel Verwey, and two children in Cape Town, South Africa. His recreational activities include long-distance running, motor cycling, traveling and reading. |
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