RWC Partners

Strong headwinds for the commodities sector show no sign of abating, but record share price falls for some companies have provided attractive entry points into the asset class.

Equity market contagion is a familiar but often irrational phenomenon, which can be driven more by ill-defined fears than by sober analysis.

Portfolio will replicate $1.3bn institutional strategy

Harris to run UK Equity Growth fund

Mixed reactions to 'radical' plans

Beating the US market will remain a challenge for active managers until the Federal Reserve's policy on interest rates is clear, according to RWC's Mike Corcell, manager of the long/short US Absolute Alpha fund.

Investment managers across the asset class spectrum have been raising cash allocations on fears of an equity market correction and a fresh bond market ‘taper tantrum'.

RWC's income managers Ian Lance and Nick Purves are continuing to run significant cash weightings in their portfolios on the view markets are "more than 20% overvalued".

RWC has joined a raft of asset managers bulking up to launch emerging market equity strategies, ahead of a possible turnaround in investor appetite for the asset class.