Investment Conundrums: Kames Capital CIO Stephen Jones on shifting portfolios to a 'resolutely neutral' view

Redressing balance amid slowing growth and fragile economy

Mike Sheen
clock • 4 min read

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.

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Markets

US inflation rises in April to dent rate cut hopes

US inflation rises in April to dent rate cut hopes

Energy index up 17.9%

Patrick Brusnahan
clock 12 May 2026 • 1 min read
Market Movers blog: UK borrowing costs spike as Starmer's leadership crisis escalates

Market Movers blog: UK borrowing costs spike as Starmer's leadership crisis escalates

Latest news and analysis

Investment Week
clock 12 May 2026 • 1 min read
Friday Briefing: Can I count on your vote?

Friday Briefing: Can I count on your vote?

Friday Briefing

Patrick Brusnahan
clock 11 May 2026 • 2 min read
Trustpilot