Ryan Dobratz, co-lead manager of the Third Avenue Real Estate Value fund, talks to Lawrence Gosling about opportunities from improving sentiment towards out-of-favour areas like London and Hong Kong in 2017.
He also explains the fund's significant 30% exposure to companies tied to the improving US residential property market, and explains how this theme can continue to play out for the strategy next year and...
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Technological disruption a theme to watch, manager argues
Breaching SEC rules
In the first half of 2019, the uncertainty surrounding Federal Reserve policy and US-China trade negotiations affected the outlook for all asset classes including global small-cap stocks.
James Bateman, Chief Investment Officer, Multi Asset, Fidelity answers two key questions about the rise of multi asset investing