How are you positioning your portfolio in light of recent market sell-offs?


Investment Week asks managers for their view on 'Black Monday' and how they are protecting their portfolio amid ongoing market volatility

Matthew Tillett, UK equities portfolio manager, Allianz Global Investors  Long-term picture not as bad as believed  There has been some weakness within oil and gas markets for quite some time now, which has accelerated dramatically during the recent sell-off. I have been taking advantage of this to add to portfolio holdings within the sector. Fear has gripped some corners of the investment community because no one has any confidence when the oil price will settle in the short term. However, I am interested in the longer-term picture, which, in my view, is not as bad for oil and gas a...

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