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...
Targeting €1trn AUM by end of 2020
Groups firming up plans
Managed by Jeff Kernagis
Apollo Multi Asset Management has taken over the offshore multi-asset business of Frontier Investment Management.
Re-elected in September