Angelos Damaskos, manager of the £54m Junior Oils Trust, has bucked the trend to move defensive over the summer by increasing his equity exposure by 20%.
Damaskos, also CEO of Sector Investment Managers, liquidated a third of his bond portfolio and invested most of his cash in oil equities as he pointed to a valuation gap between the price of the commodity,...
According to analysis from Trendrating
Follows disappointing earnings
May miss Williams & Glyn sell-off deadline
High level data analysis can provide useful flags, but the real challenge is to understand the dynamics and key economic factors to create a much more detailed picture of whether GEMS (or any asset class) offer good value.
AGM held earlier today