The management team on the Standard Life Investments Global Absolute Return Strategies vehicle has implemented a new strategy to express the view Brazilian equities are overrated versus emerging market peers, while also making other changes to the portfolio to start the new year.
The team on the £25.8bn fund, led by head of multi-asset Guy Stern (pictured), has introduced a new trade on emerging markets versus Brazilian equities. Brazilian funds were among the top performers...
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