Multi-asset managers have been re-positioning their portfolios ahead of the first rate rise in the US since 2006, widely expected to come next month.
While some have chosen to add to US equity positions, which look to benefit from a strengthening dollar, others have reduced their exposure to the greenback in the belief the rate hike has already been...
Months of negotiations
PARTNER INSIGHT: Ian Lance and Nick Purves, managers of the TM RWC UK Equity Income Fund, analyse the tug of war between value and growth that is being observed in markets today and why the future for value investing looks bright.
PARTNER INSIGHT: Ian Lance and Nick Purves, portfolio manager of the TM RWC UK Equity Income Fund, discuss the opportunity shift from growth to value after ten years of underperformance.
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Increased by ten percentage points