Statwatch: Rathbone Global Opportunities fund

The predicted 2007 global stock market correction should be short lived, according to James Thomson,...

The predicted 2007 global stock market correction should be short lived, according to James Thomson, manager of the Rathbone Global Opportunities fund. Thomson says, despite big picture concerns about the US property slowdown, market attitude is generally bullish. This is evident in the current amount of merger and acquisition activity, he says. Although he believes the correction will be short lived, Thomson points out that there is currently negative sentiment towards more risky investments. The fund has exited positions where there is a possibility of a significant earnings downgra...