Manager Veysey also moving across
Thermal coal staged a remarkable rally this year, just when it was written off by investors, writes Sanlam FOUR's Adour Sarkissian.
Multi-manager turned stockpicker Lorenzo Dicorrado is a fund manager at Sanlam FOUR on the £69m Global Equity and £113m Stable Global Equity funds.
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.
Headlines in January talked of the stockmarket suffering the worst start since the Great Depression and in mid-February a number of indices were down over 20% from their highs - into bear market territory.