Livewire spoke with Dom Giuliano at Magellan last week and he told us about some of the key risks that occupy their thoughts and discussions at the moment, whilst giving us a view on both Europe and China. The key threats are more into the medium term... a disorderly exit from QE leaves us nervous (N.B. Magellan only give this a 10% probability)... we see Europe being low growth for an extended period of time. On China our views are consensus in terms of that country moving to a 6-7% growth environment, there will be some hiccups along the way as the Chinese government tries to manage the process... but the long term story remains very attractive. Watch the full video here:
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