Nick Mustoe, CIO of Invesco Perpetual, talks to editor Katrina Lloyd about multi-year valuation opportunities for cyclical names, and the particular attractions of oil companies and banks.
He also explains how effective diversification has changed in recent years, which has led the team to look at a broader range of assets, currencies and instruments such as derivatives when constructing...
Joins from Neptune
This year or next
Financial Stability Report identifies risks posed by China; likely repricing to come
Building on strategic momentum
Returning to journalism