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.
