Investment Conundrums: Kames Capital CIO Stephen Jones on shifting portfolios to a 'resolutely neutral' view
Redressing balance amid slowing growth and fragile economy
Kames Capital has shifted its portfolios to a more balanced position with the investment team weighing an uncertain outlook for global markets with a fear that "negativity" could be more expensive in the long run, according to CIO Steve Jones.
Speaking to Investment Week, Jones explained Kames' portfolio managers are currently concerned by slowing growth, fragility in the Chinese economy and ongoing uncertainty on Brexit, but understand there...
More on Markets
Newton's Clay on not doing 'what it says on the tin'
Going against the grain
Regulatory questions to be asked as Woodford investors' capital value could 'plummet'
Threat of legal action looms over Woodford IM
Brexit Blog: Sterling slumps as Johnson ahead in Tory leadership race
Brexit countdown
Mundy's Moment: Diamonds in the rough
Picking the best of the worst performing companies
More news
Investec strengthens capabilities in 'burgeoning' investment companies market
Long-term growth area
Diversity Blog: Preparing for the four-day week
Round-up of diversity coverage
Train warns of potential 'period of underperformance' for concentrated UK Equity fund
Top five holdings make up 45%
The global risks influencing the US
Central banks in tight position in case of downturn
Newton's Clay on not doing 'what it says on the tin'
Going against the grain