Rathbone Unit Trust Management's global fund manager James Thomson has warned investors to avoid areas including banks and giant technology companies as they position portfolios for 2013.
Thomson, running the group's successful £183m Global Opportunities fund, said he was avoiding a number of sectors across global equity markets, with problems on the horizon for areas including banks,...
But 60% say unlikely to happen
Prior roles at LGIM and SLI
Joins bespoke portfolio service
Too close to reality
Shares dropped 90% since summer