FANG

Emphasis on substance than style when buying stocks

The theme of disruption is one which excites considerable interest among investors, perhaps because many want to capitalise on 'the next big thing' and avoid disrupted companies and sectors.

Manager has historically avoided FANG stocks

Could 'fix a host of failings'

'Big five' tech stocks hit recently

Concerned about FANG stock valuations

Many worry tech stocks are becoming pricey

Multi-asset managers tell Investment Week their current US positioning in the face of further market volatility as interest rate rises and the presidential election loom later in the year.