Sole sub-manager of both convertible funds
Manager of the Insight Inflation Linked Corporate Bond fund
Opportunities in US banks
Bullish on Trump's pro-growth agenda
Recent softer price indications from the US brought us back another year in terms of the battle between those who believed we were set for long-term secular stagnation and those who believed we were on a new reflationary path.
AMC of 0.5% on 'B' share class