Equities already entered a bear market
Increased weighting by 50% in four months
In the penultimate video of our series, Eclectica founder Hugh Hendry explains why the team does not fear being wrong when making calls for the portfolio.
Reduced number of stocks to increase conviction
Weisser joins from Standard Chartered Bank
Valuations can, on a long-term view, offer significant opportunities, according to Vincent Devlin, co-manager of the BlackRock Greater Europe investment trust