Vincent McEntegart, manager of the £315m Diversified Monthly Income fund at Kames Capital, has said banks remains one of his biggest trades in the portfolio as the sector is set to benefit from rising interest rates.
Speaking to Investment Week, multi-asset manager McEntegart (pictured) said many investors had been bearish towards the sector in an environment of low interest rates, bank fines and increased regulation....
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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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