City network selector | Surprises in the sectors most preferred by the selectors

Citywire 2024 in Montreux was an excellent opportunity to assess the investment intentions of influential European fund selectors.

After collecting the data, Citywire Selector asked Frank Talbot, head of investment research, to share his views on where buyers are putting their money.

One of the most striking things is the amount of China’s support – it has always been there as a key option throughout this period, despite its disastrous run. However, emerging markets declined significantly, suggesting that it is the Chinese part of emerging markets that is the most optimistic.