Commodities are an asset class which is piquing our interest and one we are looking to make a contrarian investment into.
It has been an absolute dog in terms of performance over the past nine years - a period where pretty much every asset class going has made money - good money in most cases. Our view is very much that...
Months of negotiations
PARTNER INSIGHT: Ian Lance and Nick Purves, managers of the TM RWC UK Equity Income Fund, analyse the tug of war between value and growth that is being observed in markets today and why the future for value investing looks bright.
PARTNER INSIGHT: Ian Lance and Nick Purves, portfolio manager of the TM RWC UK Equity Income Fund, discuss the opportunity shift from growth to value after ten years of underperformance.
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Increased by ten percentage points