Coram Asset Management co-founder James Sullivan has said he would consider holding 100% cash in his funds if such a move was right for market conditions.
Sullivan (pictured) runs three global multi-asset funds at his new firm: Global Opportunities, Global Defensive, and Global Balanced. A recent addition to the fund management team is his former Miton...
Partner Insight: In this environment, a well-resourced credit research team is essential and having traders to keep check on markets is very helpful too, according to Fidelity fixed income managers Sajiv Vaid, Peter Khan and Kris Atkinson
Impact of political turmoil and Brexit
Latest Incisive Works research
In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
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