Tony Lanning runs J.P. Morgan Asset Management's Fusion fund range. Here he tells Alice Rigby about the most contrarian theme in his portfolios, and why it pays to be obsessive about risk.
Which funds have you bought and sold recently? We are continuing to increase our conviction on Europe, so a key change to our portfolios has been topping up our exposure, which we have done through...
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