Standard Life Investments' GARS team have outlined their key themes and strategies as the £20bn fund positions for the year ahead.
Adam Rudd, investment director for the Global Absolute Return Strategies fund, told investors this morning that key strategies across the portfolio continue to include a long European equities strategy, and a US short duration position. End-2014 changes Of the major changes made to the portfolio in the final quarter of 2014, perhaps the most notable is a change to a position which has been in the fund since its inception in 2006. Rudd said the team has adjusted its long US dollar vs Japanese yen position in light of recent moves sparked by the latter's extension of its quantitative...
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