Why 2015 could be another bruising year for investors

Another bruising year for investors?

Tom Becket, chief investment officer for Psigma Investment Management, tells Laura Dew why he thinks short-termism is the biggest challenge facing investment managers and how the high volume of property inflows is a recipe for disaster

What is your current asset allocation? We are neutral across the asset classes, with around 40% allocated to developed markets and 7.5% in emerging equities. At the headline level this is relatively unchanged, but we have moved on a regional basis. We are overweight Japan and Europe, underweight the US and neutral on the UK. Our emerging market preference is for funds focused on China and India, but with underweights to Brazil and Russia. We would like to increase our emerging market exposure, but want to have more of a growth theme as we remain positive on the asset class over the ne...