Geopolitical risk and currency wars: The main risks to investors in 2015?

Beware currency wars in 2015

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Peter Lowman is chief investment officer at Investment Quorum. He tells Julia Rampen why Japan is in a sweet spot, why he is still bearish on bonds, and which managers could be future industry stars.

How are you positioned currently? We prefer the developed markets. Europe has been a rollercoaster ride throughout this year, but we are probably getting fairly near to European Central Bank president Mario Draghi implementing quantitative easing. We have bought a mixture of positions in Europe. These include the Henderson European Focus fund, which holds multi-national companies with earnings streams throughout the world, and the Baring Europe Select fund for mid to small caps, which will probably benefit from any future QE in the eurozone. Thirdly, we have a fund which is fairly ...

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