Asset.TV talks to manager Daniel Mahony about his Polar Capital Global Healthcare Growth & Income Trust
The listed hedge fund sector looks set to contract as trusts face continuation votes and many are wound up, despite taking action to narrow their discounts.
Last week saw dramatic developments in the oil sector as BP tried to contain a huge oil slick, but fund managers are forecasting gradual upward moves in the oil price in the longer term.
GLG Partners' Ben Funnell has boosted tech exposure on the GLG Performance fund in the view the next expenditure cycle in IT is overdue.