It is a well-known saying in investment circles that asset allocation drives 90% of returns. With this figure in mind, it is relatively easy to see why investors have overlooked European equities for several years.
Luxembourg-domiciled fund to hold 40 securities
Equities 'out of sync' with the real economy
Deep Dive into fixed income
Deep Dive into fixed income
Year-to-date total inflows into equity funds reached £6.9bn
Unconstrained fund to hold 50-70 stocks
Strategies will remain under TSW brand