Invesco Perpetual's David Millar, Dave Jubb and Richard Batty - who joined the group from SLI this year - have revealed eight key investment ideas they are pursuing across the multi-asset portfolio at their new firm.
The former GARS trio officially launched the Invesco Global Targeted Returns fund this September, having joined in March. It targets a return of 3-month LIBOR +5% per annum over a rolling three-year period, using the same unconstrained diversified investment approach pioneered by GARS. Like their former fund, the managers devise a number of long-term macro ideas which guide their investment choices. Below the managers reveal their latest thoughts on what areas are hot, and which asset classes they are avoiding. European equities The team has bought two internal funds - one ma...
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