Blog: Cutting Through the Noise

Video: Global Equity Fund UpdatePrint

Posted on October 27, 2010

By Scott Ronalds

"Japan has been bad for so long, it's largely ignored. Just to give you a flavour of that, we had the senior management of Sony in to see us and they told us we were their largest shareholder in Europe. And we're not a large company. It tells you the lack of interest in Japan."
      - Dr. Sandy Nairn, CEO of Edinburgh Partners Limited 

In this update, Tom and Sandy discuss some of the opportunities and dangers in the global markets (Sandy's firm manages our Global Fund). They touch on the outlook for the economy and how it impacts EPL's research efforts, their views on Asia, and the return expectations for the portfolio.

Download, subscribe via iTunes or RSS, or watch now: