UK equity income managers have been utilising more of their overseas investment budgets as they struggle to find suitable opportunities in the UK.
David Coombs, head of multi-asset investments at Rathbone Unit Trust Management, says the hunt for alpha must turn to alternatives as the beta run draws to a close
What is your most interesting contrarian position?
If aliens knocked on my front door, having read pre-Millennium economic theory books, they would be scratching their frontal lobes with dismay.
Are you positioned for rate rises or cuts this year?
What has been the best or worst investment theme of the past 20 years?
Where are the best Asian opps?