Will report to Yoram Lustig
Sticking to low-duration and investment grade amid crisis
Revisiting the growth vs value debate
Managed by Alastair Mundy before leave of absence last month
Monetary stimulus brought into sharp focus
"May you live in interesting times," goes the apocryphal Chinese saying. Whether this is a curse, or a blessing is open to interpretation, as all pithy statements are.
Declines 'modest' due to current state of market
Life after the crisis
The speed and scale of the market decline has been the defining feature of this market downturn, although this has been matched in unprecedented rapidity of response by both central banks and governments.