As events such as the forthcoming EU referendum contribute to market uncertainty, managers tell Investment Week in this special two-part feature where they are finding the best uncorrelated assets that are helping their portfolios achieve 'true' diversification...
Peters and Yarrow discuss the evolution of their portfolio
Team celebrate fifth anniversary at the group
Discusses challenges facing the UK market
Portfolios becoming increasingly concentrated
Uses AIM shares for IHT planning
Wealth managers struggling with FCA guidance
Rhys Davies, fixed interest deputy fund manager at Invesco Perpetual and manager of the City Merchants High Yield investment trust, explores what the recent rise in yields in the high yield market means for investors.
James Budden, director at Baillie Gifford, says, managers need to start labelling performance over short periods as just noise, rather than allowing it to feed into portfolio constructions