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 CIO Stephen Jones
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...
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