Peter Rutter, Head of Equities at Royal London Asset Management, shares how his Global Team’s approach to portfolio construction helps them build portfolios that have the potential to weather multiple market conditions.
Two-thirds invest for the defensive qualities
Though there remains a good case to be made for UK equities
Social needs have never been greater – let’s do something about it
German-Italian 10-year spreads have tightened despite fiscal fears
Fidelity International’s global equities survey finds investors in bullish mood despite their macro fears
In this interview Rasmus Nemmoe, lead portfolio manager of the FSSA Global Emerging Markets Focus strategy, reflects on the last five years of investing in emerging markets