Marcus Brookes, head of multi-manager at Schroders, is waiting for next year to begin investing in emerging market equities, while he has been selling down European equity exposure on concerns over political headwinds in the region.
The manager (pictured), who has been overweight Europe for some time, has started reducing his exposure on fears the political backdrop in the eurozone could eventually lead to the breakup of the euro. ...
The US dollar is close to peaking and the risks now seem to be on the downside.
Latest news and analysis
Fallout from Haywood suspension
Songs from writers Johntá Austin, Sean Garrett and Rico Love
Strategic public equity