Quick-fire interview with Invesco Perpetual CIO: Stand-out sectors and getting ahead of the big equity rotation

Katrina Lloyd
clock • 1 min read

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 multi-asset portfolios.

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