River & Mercantile's Alex O'Reilly has his highest weighting to the US relative to history as a result of low valuations in the country.
River and Mercantile (R&M) launches its Global High Income fund this week for manager Alex O'Reilly.
River & Mercantile's Hugh Sergeant believes investors are too focused on macro concerns and are missing out on top companies available at all-time low valuations.
If lots of people are asking ‘Why bother with UK equities?' then history says that now is the time to invest