Pictet Asset Management's Andrew Cole has cut his exposure to UK commercial property in the multi-asset portfolio as he fears a Labour win at the next General Election, which he deems an even greater concern than Brexit.
Senior multi-asset manager Cole, who joined Pictet from Barings in 2014 with colleagues Percival Stanion and Shaniel Ramjee, said he was concerned about how the UK would fare under Labour leader Jeremy...
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