Quilter Cheviot has revealed a series of strategic changes to its managed portfolio service (MPS) to capitalise on key conviction themes during a period of market uncertainty.
Portfolio managers Simon Doherty and Antony Webb have made adjustments within the 'Building Block' funds used to shape their MPS strategies. These changes have led to the incorporation of data centre company Equinix into their portfolios. Equinix offers exposure to the demand for data centre space driven by streaming content, cloud computing, 5G networks, and artificial intelligence (AI). Additionally, Doherty and Webb have reintroduced Adidas to the European equity allocation within the MPS portfolios. This decision came as the company's corporate strategy saw a shift following a dem...
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