Hugh Hendry, founder of Eclectica Asset Management, shares his views on a number of topical issues with the Financial Times’s Gillian Tett in a three-part interview. He is not only outspoken, but also a top-notch investment manager - just the right ingredients for compelling viewing material.

Part 1: Bond bull, equity bear
Hendry explains why he remains bullish on bonds and worried about deflation.

Click here or on the image below to view the video clip.

hendry-pc1

Part 2: Fed hasn’t done enough
Hendry explains why record issuances will still see bond yields fall, and how politics is tying the Fed’s hands.

Click here to view part 2 of the interview.

Part 3: Bearish on China and gold
Henry argues that China is too dependent on US consumption for real recovery.

Click here to view part 3 of the interview.

Source: Financial Times, July 5, 2009.

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