Trevor Greetham has been “buying on the dips” in the European and Japanese equity markets.
Cash levels also built up as the team’s funds received inflows.
Two Old Mutual Generation funds renamed as the income target is removed, costs are reduced and the funds are added flexibility.
Falls in stockmarket prompts manager to bolster equity weighting in his Opportunities fund.
A long-term “inflection point” might be approaching in the renewables sphere.
Absolute return funds have received criticism over high costs, but some can justify their fees.
Analysis & Opinion
Investment Adviser asks some multi-asset managers for their views on the main asset classes.
Momentum behind multi-asset investing is making it a major sector.
David Marchant explains how he runs this fund of funds portfolio.
David Hambidge explains the benefits of adopting a contrarian approach to multi-asset.
Investments| Jul 09, 2015
Market concerns prompt multi-asset team to make a move into lower risk assets.
Jun 23, 2015
Could the looming US interest rate rise spark another ‘taper tantrum’ in the markets?
Jun 16, 2015
High US prices prompt managers to move holdings into Japan and emerging markets.
Jun 15, 2015
Ongoing uncertainty may add volatility to equities and bonds.