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Deflation risks could be overstated: investment strategist

Singapore

AS INTEREST rates fall to record lows, and deflation and low-growth fears increase, investors in bonds and stocks still see opportunities in many places.

Deflation risks could be overstated, said Kevin Gardiner, global investment strategist at Rothschild Wealth Management, which manages about 25 billion Swiss francs (S$35 billion).

He also said that it is still worthwhile to stay invested, and prefers developed markets.

"We're not expecting the S&P 500 to treble again, but at the very least it can go up in line with earnings growth, which might be in the 5-10 per cent region. And I have a dividend on top of that to have a prospective return in the high single digits," said Mr Gardiner,...

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