Richard Robinson, manager of the Ashburton Global Energy fund, looks at why investors should be prepared to actively trade cyclical sectors instead of buying and holding for the long term.
What scares many investors away from cyclical sectors - including consumer cyclicals, basic materials, financial services and energy - is the fear of performance blowouts when the business cycle turns....
Slendebroek has been CEO since 2014
Uptick in investor sentiment
Converting £1.9bn European Special Sits fund
According to Cicero report