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...
Joins from Neptune
This year or next
Financial Stability Report identifies risks posed by China; likely repricing to come
Building on strategic momentum
Returning to journalism