Iain Stewart, manager of the £9.7bn Newton Real Return fund, has said he will continue to position his portfolio in safe-haven assets, despite a short-term drop in performance resulting from his defensive positioning around the US election.
With FE figures indicating the Real Return fund has lost 6% over three months to 24 November, Stewart (pictured) said the fund was particuarly hit in the wake of Donald Trump's victory. According to...
The US dollar is close to peaking and the risks now seem to be on the downside.
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