Ian emphasises the merits of a highly diversified approach to US equity investment, Mark explains why there are always opportunities for absolute return fixed income investors, and Lloyd delves into the CoCos market, arguing that this is an under-researched and under-appreciated asset class.
Should investors favour alternative over conventional strategies?
Mark Nash, head of fixed income, Ian Heslop, head of global equities, and Lloyd Harris, manager of the Old Mutual Financials Contingent Capital Fund, each explain why fundamental shifts in the global economic backdrop mean that now may be a good time for investors to consider allocating to strategies seeking returns that are uncorrelated with…
