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Zennor's James Salter: 'Nobody has a clue what will happen, but there are opportunities'
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Zennor's James Salter: 'Nobody has a clue what will happen, but there are opportunities'
By James Salter, CIO of Zennor Asset Management My colleagues have often thought that I prefer bear markets. My wife has seen a new spring in my step recently and even my co-manager, David, has noticed a new-found burst of energy. I can’t help it. Thirty-five years in Japan has left me, by nature, a more cautious individual and downside inflexion points have been my strength. My gut tells me the volatility will continue and de-globalisation, fis…
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