Hannah Brenton looks at where pension funds will invest over the coming year, and why.
In their annual outlook briefings, asset managers predict equities will perform well over 2013, with particularly attractive valuations in European and emerging markets. They warn of a looming bubble...
Highest net short since taking over fund
China and Brexit spook investors
After over 30 years
Previously at Henderson and New Star
In our view, well-capitalised companies that can grow profits, cash flows and dividends offer the best potential for equity investors.