Quick reactions key in volatile market

Professional Adviser
clock

By Gary Clarke, a fund manager at Rothschild Asset Management Calling market direction in the sh...

By Gary Clarke, a fund manager at Rothschild Asset Management Calling market direction in the short term is a heroic and often futile exercise, best left to the market strategists. I prefer to put my energy into picking large-cap stocks that I feel are undervalued and mid/small caps which have the right growth and value characteristics making it likely they will re-rate upward in the medium or long term. The success of my fund this year has been based around the latter ' picking the right mid caps that have done tremendously well versus the large cap dominated index th...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

Building Society-owned Newcastle Financial Advisers acquires Openwork firm

First of a number of acquisitions

Hannah Godfrey
clock 09 December 2019 • 1 min read

Bond managers fear hedges being undermined as liquidity dries up

The recent sell off in the bond market and growing liquidity issues have forced bond investors to use similar hedging techniques, undermining their effectiveness and causing concerns about how much downside protection funds really have.

Anna Fedorova
clock 03 July 2013 •

Police launch investigation into mortgage middleman fined £1m

West Midlands Police have launched a fraud investigation into a Birmingham financier over his role in sale and rent back agreements.

clock 25 June 2013 •