Strong performance for diversified managed fund
Rathbones multi-asset manager ‘massively’ favours direct holdings and trusts.
Bearish valuations mean some stocks are starting to become attractive – but caution rules.
Fund selector’s responsibilities handed over to wealth team colleagues.
Seneca CIO has also ‘nudged up’ equity weighting following summer market falls.
Analysis & Opinion
T Bailey Asset Management’s Peter Askew and Elliot Farley tell Nyree Stewart about ‘tearing down the walls’ of asset allocation.
Dec 11, 2015
Multi-manager is overweight on China as reforms can ‘take ages’.
Dec 08, 2015
Simon Wood and Graham Duce continue to run multi-manager portfolios.
Dec 04, 2015
Darbyshire also shifting to out-of-favour value stocks, buying Artemis and Henderson funds.
Interview| Nov 30, 2015
Ellie Duncan talks to Schroders’ multi-managers about the Cazenove acquisition, weathering the August sell-off and a move back into emerging markets.
Nov 26, 2015
Manager buys UK tracker and seeks alternative fixed income plays.
Nov 20, 2015
Firm cites limited prospects to compete in fund of funds arena.
Nov 02, 2015
Six funds renamed after brand change in January.
Oct 30, 2015
Hold the Scottish firm to take advantage of plunging valuations in emerging markets.