Key Points
- Joachim Klement, Head of Strategy at Panmure Liberum believes there are opportunities in long-duration equities such as utilities and real estate.
- Klement also says higher energy and chip prices will eventually catch up with hyperscalers.
- Chris Iggo, CIO for Core Investments at BNP Paribas Asset Management sees Japanese equities as being attractive.
- Iggo is also keen on renewable energy.
