Legal & General Investment Management (LGIM) multi-asset manager Justin Onuekwusi has increased risk in his portfolios on the belief the dangers of a hard landing in China have been scaled back.
Onuekwusi, who runs five risk-targeted multi-index funds at the firm, said he had previously been concerned about this threat. However, he now feels this risk has decreased compared to previous years....
Months of negotiations
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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Increased by ten percentage points