Multi-asset managers have been hiking their cash weightings after a rocky start to the year for global equity markets.
Investors are too fixated on tapering in the US and are leaving themselves overexposed to risks across equity markets, according to Investec's Alastair Mundy.
Is cash now the go-to asset? Leading investors are rediscovering its attractions as market valuations reach breaking point and inflation levels drop to historic lows.
Investec's Alastair Mundy has moved a significant portion of his £2.5bn Cautious Managed fund into gold bullion for the first time following savage price falls for the precious metal.
Investec's Alastair Mundy - the well known contrarian investor - has won an army of fans thanks to his specialist approach to investing. Here he reveals ten mistakes many investors make when picking companies to back.
Investec Asset Management has scrapped the initial charge on its UK OEIC fund range, which includes high profile funds such as Alastair Mundy's Cautious Managed portfolio.
The board of Alastair Mundy's £631m Temple Bar trust is seeking shareholder approval to widen its international equity weighting as part of a broadening of its mandate.
Investec's Alastair Mundy has raised the cash weighting in his £2.3bn Cautious Managed fund to over 20% as he struggles to find buying opportunities in equities or bonds.