Invesco Perpetual's Martin Walker tells Dan Jones why now is the time to stick with insurers, and how the rich pickings across the equity market have dried up somewhat.
The past few years have been a good time to manage UK equities: particularly if, like Invesco Perpetual’s Martin Walker, you run not one but three onshore retail funds in the space. Walker has piloted his £1.3bn IP UK Growth and £232m IP Children’s funds to top quartile returns amid the bull market of the past half-decade. Since 1 January last year he has also managed the £230m UK Aggressive fund, maintaining that portfolio’s own position in the upper echelons of the IMA UK All Companies Sector. But can such portfolios continue to outperform if markets move to the next stage of the cy...
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