US equity valuations are at a 40-year low and represent an excellent opportunity for investors in the medium term, according to Jerome Nunan at Aviva Investors.
Positive economic data from Japan, US and China boosts fund manager's confidence in the global economy
Aviva Investors' Justin Onuekwusi has increased his exposure to risk assets across his multi-asset portfolios in recent months, including taking his first positions in high yield debt.
Leading UK asset managers have warned against the implementation of a new tax, which could be imposed Europe-wide on all financial transactions.
Aviva Investors manager Justin Onuekwusi has taken over two funds following the departure of Jason Josefs, and is now running a total of five portfolios for the group.