Investing with experienced managers could hold the key to decent returns in an uncertain market, according to Gary Potter and Rob Burdett.
The co-heads of multi-manager at Thames River say managers “who have lived through various cycles and can adapt to the pressure” are more likely to be able to ride out what they say is a “confirmed” bear market.
The duo also say managers with recent success may not be the ones to shine in the coming months.
“Now is the time to invest with managers who have lived through various cycles and can adapt to the pressure that volatility throws up on a day to day basis.”
Potter and Burdett say that, given the collapse in equities, some pockets of value are emerging but with markets characterised by pessimism it is "near impossible to call the market bottom".
“Given the re-emergence of value, investors with a mid-to long term view of markets should look to accumulate equities over the coming six to nine months,” they say.
“The stock market is a leading not lagging indicator of economic conditions and should post a recovery before we reach the nadir of economic prospects.”
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