David Jane, founder of Darwin Investment Managers, has named the five investment themes he is backing in his multi-asset fund to outperform this year.
The fund has made 11.4% over the year to 8 January, according to FE, beating the IMA Mixed Investment 20%-60% shares average of 8.1%. Jane (pictured) attributed this outperformance to such investment calls as buying cyclicals in the US and UK and allocating to European equities as the European recovery picked up pace. Below, he lists five key investment calls for the coming year which he expects to boost the performance of his multi-asset portfolio. Buy Japan/Sell the yen Jane believes the potential for Japanese equities remains high, despite their strong outperformance in 2013....
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