Argonaut

Ryan Hughes is planning to increase exposure to Europe in the Apollo multi-asset portfolios in one of his first asset allocation moves since joining the firm.

EUROPE

NORTHERN EUROPE

Former Swiss & Global sales director Keith Rumbelow has joined Argonaut Capital as head of sales.

Olly Russ, manager of the Argonaut European Enhanced Income fund, is buying into asset managers in Europe, favouring opportunities in financials which provide an alternative to the banking sector.

BIG QUESTION

BIQ QUESTION

European fund managers have rotated out of blue-chip defensives in favour of more economically sensitive cyclical stocks as they call the end of the sovereign debt crisis.

ON EUROPE

CONTRARIAN