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 Manager of the Lazard UK Omega Fund, Alan Custis, explains how a concentrated portfolio of 25-35 positions can outperform through the market cycle.
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.
Long-running survey in the US
Asset managers need to rebuild trust
FCA released Final Report in late June
Work on market cycles