Matthew Tillett, manager of the Allianz UK Opportunity fund, portfolio intentionally does not conform to the norm. In a bid to provide a balanced portfolio and avoid losses, the portfolio has the highest allocations to those stocks where he sees the lowest...
The UK has dealt with a number of challenges in recent years, not least of all a historic referendum resulting in the UK taking its first steps to exiting the European Union last year.
Higher cash weighting
Opportunities in US banks
Work on market cycles
Former global head Howard Williams retiring
Both agree urbanisation to provide significant boost