The four macro themes powering Kames UK Equity Absolute Return

SENATE CONFERENCE

Anna Fedorova reports from Investment Week's Senate Investment Conference at The Grove, Hertfordshire

Kames Capital’s David Pringle (pictured) has revealed the four macro themes powering his UK Equity Absolute Return fund as he rides the UK recovery. The manager – who uses a combination of top-down calls, best stock ideas and pair trades to create his portfolio – highlighted four macro strategies he is currently employing across the portfolio he co-manages with David Griffiths. The manager is running four long themes in the fund: structural growth, UK domestic stocks, cash returns, and corporate spending. He said these four themes suit the current economic climate and leave the fun...