03/02/2012
High conviction, low valuations
Kevin Lilley: European companies have significant exposure to global growth … and they trade on low valuations
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03/02/2012
Blending cyclicals with defensives
Ian Heslop: As conditions appear to improve, the time seems right to add an element of risk to the portfolio
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03/02/2012
Old-fashioned values
Christine Johnson: The focus of the fund will be minimising defaults and ensuring an appropriate yield
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01/02/2012
The Era of the Mini-Cycle
Ashton Bradbury: As markets jump between risk on and risk off, we can expect a period of dominated by mini-cycles
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27/01/2012
Banks are the focus of risk
Kevin Lilley: The global economy is starting to look a bit better and the eurozone slightly less frightening. As the market turns, getting the banks right will be key to performance
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