In the final part of our new series looking at the most topical investment themes for the quarter ahead, Professional Adviser asks multi-managers where they will be investing in the first four months of the year.
The oil price underwater. Europe facing deflation, upcoming elections and the potential for massive QE. Equities with earnings priced in but not proved. Bonds yields at or nearing negative territory. Uncertainty over home grown investments. There seem to be no easy winners for professional investors this quarter. Here multi-managers - who look across the whole investment universe - reveal where they will be putting money to work, and what they will be working to avoid. Architas chief investment officer and fund manager Caspar Rock We have no particular large bets ...
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