US has been through the worst of it

Professional Adviser
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By Fiona Henderson As lead fund manager of the US Growth Fund at Britannic, Terry Ewing has had t...

By Fiona Henderson As lead fund manager of the US Growth Fund at Britannic, Terry Ewing has had to see the portfolio through some torrid times, especially as of late. He believes the US market has been through the worst and is in a phase of bottoming out. As a result, the portfolio has recently moved from being very defensively positioned to overweight technology, healthcare and financials. Ewing's expertise in the healthcare area is reflected by his role as co-manager of Britannic's new Healthcare fund. While favouring healthcare in the US portfolio and co-managing the secto...

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