Global managers talk to Joanna Faith about how they are positioning their portfolios in such volatile economic conditions.
Investors will have some tough asset allocation decisions to make this summer after a flurry of recent negative indicators. Disappointing US jobs data, World Bank warnings on headwinds threatening both developed and emerging economies, and the IMF's downgrading of the UK growth forecast have all aggravated an already unstable environment. Added to the mix is the impending conclusion of QE2 in the US, which could, according to some commentators, trigger a dramatic tightening in financial conditions. As always, astute asset allocation will see a fund through difficult times. So whe...
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