In the third part of our new series looking at the most topical investment themes for the quarter ahead, Professional Adviser asks multi-managers: are equities really attractive, or are they just the only game in town?
Equity investors have a lot to contend with this year. In Europe, uncertainty in the form of general elections in Spain, Portugal, Greece and the UK, and the 'will they, won't they' on eurozone QE. Volatility in arguably expensive US markets in part due to significantly lower, and as yet unstable, oil prices. Anticipation - though not yet firm evidence - of improved corporate earnings. Multi-managers - who look across the whole investment universe - give their view on an asset class that seems to offer no easy winners this quarter. Architas chief investment officer and fu...
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