Europe

Focus on European and South East Asian equities

Recruited Davies from Fidelity last year

Assets surpasssed £1.5bn

With Mario Draghi extending the ECB's QE programme this month, and investors returning to US high yield following a number of recent sell-offs, managers tell Investment Week which areas of the credit sphere are likely to outperform in the coming months...

Compounding the gloomy outlook among investors is the ratcheting up of event risk. Brexit is looming largest, driving down sterling and threatening a period of sustained instability.

Managed by affiliate DNCA

Secular tailwinds helping sectors such as air travel

Signs of price stabilisation

Has fallen from global financial crisis highs

ECB stimulus not enough