Dan Jones talks to Ashcourt Rowan's head of fund research about equity risk, passive funds, and the big name manager departures seen in recent months.
How has the investment world changed, in your view, over the past 12 months? The thing that is dominating the market is obviously whether or not QE is going to continue. The US is probably the part of the world with the strongest recovery. We made a call 12 months ago to tilt towards the US and we are maintaining that position. Elsewhere, Europe is less bad than it has been, but that is a different discussion from whether it has recovered. Japan will continue to print money, and we have hedged exposure to the region through small- and mid-cap portfolios such as JOHCM Japan. The ...
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