Artemis' de Tusch-Lec tells Dan Jones how he swapped high quality names for value stocks to send his £260m fund into the top quartile over three years.
Global markets have had a volatile relationship with the central banks this summer, as the US Federal Reserve began hinting at tapering its asset purchasing programme.
Ben Bernanke, the chairman of the Federal Reserve, has said he does not understand gold prices or why investors hold it during certain economic environments.
Chairman Ben Bernanke tried to reassure markets the Federal Reserve would not step away from supporting a weak economy in his testimony to US Congress yesterday.
Legal & General Investment Management's (LGIM) Richard Hodges has bought back into gilts, arguing ultra-low government bond yields are here to stay despite the recent market sell-off.
Federal Reserve chairman Ben Bernanke last night moved to quell fears there will be a quick exit from QE in the coming months, arguing the US economy is not yet in a strong enough position to halt stimulus measures.
Bill Gross, the manager of the world's largest bond fund, has told investors selling treasuries they could be left disappointed if they overestimate the speed with which the Fed will wrap up QE.