Fund managers discuss the main headwinds and tailwinds for their portfolios in the coming months.
The managers featured presented to delegates at Investment Week's Channel Islands Investment Summit last month. Kunal Ghosh, portfolio manager, Allianz BRIC Stars fund Last year saw performance diverge hugely for the BRIC countries. How has this affected your portfolio's positioning? Last year investors witnessed a huge performance divergence across BRIC countries, ranging from +31.6% in India to -42.5% in Russia. This divergence across countries, and sectors/industries for that matter, culminated in a plethora of investment opportunities for managers willing to dif...
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