 "Christopher Wood, Managing Director & Equity Strategist, CLSA")
Life has not been easy for even the best of global fund managers over the past few months, who have struggled to generate a healthy / positive return for investors in the backdrop of trade war fears and rising oil prices.
In his latest weekly note to investors GREED & fear, Christopher Wood, managing director, equity strategist at CLSA says that his ex-Japan long-only portfolio declined 1.6 per cent in the last quarter (first quarter of financial year 2018-19 i.e. Q1FY19) in US dollar terms. Yet, it was able to outperform the regional index – MSCI AC ex-Japan – that
