Bill McQuaker, head of Henderson's multi-manager team, has moved into more cyclical equities in the view outperforming defensives now look vulnerable to a correction.
McQuaker (pictured) said he began introducing global cyclical exposure to the £256m Henderson Diversified Growth fund because consensual positions had become overvalued in recent months. He said: "We...
Marcus Brookes appointed CIO
Industry Voice: Over the past ten years, investors have operated in an environment characterised by extremely accommodative and unconventional monetary policy.
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Aviva Investors' chief investment officer for equities, David Cumming, discusses how his team have integrated ESG factors into their decision-making process