Richard Buxton, CEO of Old Mutual Global Investors and manager of the £2.2bn UK Alpha fund, tells editor Katrina Lloyd investors are reluctant to commit cash with markets at these levels, but they could find entry points on the back of the European elections or disillusionment with President Trump's policies.
He also discusses lessons learnt after an "extraordinary year" in 2016, as well as the debate the team is having about "adapting their game" to cope with more exaggerated share price moves following company...
Long-term growth area
Round-up of diversity coverage
Top five holdings make up 45%
Central banks in tight position in case of downturn
Going against the grain