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Long View: Storm clouds over markets

May 19 2011 Felix Zulauf, former head of asset management at UBS, warns that storm clouds are gathering over the markets. He discusses with John Authers, head of Lex, his grim outlook: that Europe faces a double dip, China is slowing, bonds "look awful" and an overheating commodities sector will be hurt badly. He was interviewed at the CFA Institute Annual Conference in Edinburgh. (10m 30sec)

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Produced by Josh de la Mare. Filmed by Conrad Suckling

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