‘Post-RDR, it is now fund managers' turn to think about pricing'

Ian Porter, head of wealth management at Sanlam Private Investments, talks to Ruth Gillbe about the group's aspirations, asset allocation, and key investment themes.

Where have you been seeing the best investment opportunities? There are some signals in the economy of a sustained recovery. From our point of view, we are more bullish on equities than we have been for a while. Over the past six months, we have added to our equity positions – on average by 7.5% in a balanced portfolio. In a typical balanced portfolio at the firm, roughly 63%-64% is allocated to equities, 17%-18% towards fixed income and 17%-18% towards the alternative space.  Mainstream equitiesare presenting a good opportunity for income.  However, for long-term growth, geographi...