I spoke to Alastair Thomson of FSSA Investment Management last week about his thoughts on the opportunities and challenges in Asian markets.  He speaks with candour, fluidity and with the benefit of considerable experience, having worked in the region for many years.  FSSA are a preeminent manager in Asia with offices in Hong Kong and Singapore and Alastair works with a talented and dedicated team of investment professionals.

In this week's episode of Investment Thinking, alongside my regular economic and market update, I have added a longer conversation I had with Howard Marks, co-chair of Oaktree Capital Management last week.  Howard writes some of the most interesting notes on capital markets in his regular 'memos', in which he opines on what is currently going on and how we should respond to it.  We discuss some of his conclusions in this conversation.

This is a weekly update of my current thinking on the global economic environment and investment markets

This is a weekly update of my current thinking on the global economic environment and investment markets

This is a weekly update of my current thinking on the global economic environment and investment markets