Five managers reveal their biggest challenges and best contrarian trades

Managers reveal their best contrarian trades

Managers are grappling with a number of issues in today's volatile markets, including concentration risk and reduced bond liquidity.

Here, five managers who presented at our recent Funds to Watch event tell Investment Week how they have been dealing with these challenges, as well as where they are finding interesting contrarian ideas for their portfolios. We interviewed managers from Lombard Odier Investment Managers, Kames, Mirabaud, UBS Global Asset Management, and Sanlam FOUR.