Nick Clay, manager of the Newton Global Income fund, talks to Mike Sheen about 'fishing in unattractive parts of the market', shunning 'gung-ho' tech and reflecting on ten years of quantitative easing.
Nick Clay joined Newton Investment Management from Morley Fund Management in 2000, initially leading the firm's global multi-asset strategies until joining the global equity income team in 2012. He is now lead manager of the £8.6bn strategy, which is a consistent top-quartile performer in the Investment Association (IA) Global Equity Income sector. Easter gallery: Spring fashion heads for a sustainable makeover The onshore Newton Global Income fund - representing £5.2bn of the strategy's assets under management (AUM), making it by far the largest in the sector - has returned 12.8%,...
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