Gulf News has interviewed CQS founder Sir Michael Hintze about the risks and opportunities he sees in global markets as we enter Q4 2014.
In the interview, Sir Michael was asked how he views the global investment environment:
I sense we may be at a potential crossroads for markets. While on balance, markets may be driven higher as central bank liquidity continues to be supportive and any tightening of US and UK monetary policy is likely to be measured, there is greater uncertainty and the effect of ‘surprises’ will be amplified, potentially leading to greater turbulence (or ‘pot holes’) across markets.
Sir Michael also addressed the potential for a “black hole” event to impact global markets, geopolitical triggers for instability, and how he believes investors should be positioning themselves in light of these issues.