By Joanne Frearson Managers have been tilting their global asset allocations towards Continental E...
By Joanne Frearson Managers have been tilting their global asset allocations towards Continental Europe and Japan on the back of rising property markets and corporate restructuring in the finance sector. The Threadneedle Global Select fund, which is benchmarked to the MSCI World All Countries index is currently 3% overweight Continental Europe. Jeremy Podger, manager of the portfolio, is presently finding opportunities in the Swiss investment banking sector and the German real estate market. Podger says: "In the Swiss market Credit Suisse Asset Management (CSAM) is undervalued a...
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