Does not follow sector classifications
Manager holds company in Equity Income fund
Richard Jeffrey, chief investment officer at Cazenove Capital, argues that UK and US policymakers should have tightened monetary policies sooner rather than later.
It is fair to say it has become rather fashionable to criticise alternative assets. However, alternatives have been going from strength to strength in one part of the investment universe - the humble and ancient investment trust.
Financials and oil stocks favoured
Deputy governor Cunliffe issues warning
Investment management arm saw flows drop