Rathbone Enhanced Growth Fund manager David Coombs discusses why equities still outclass bonds in this environment.
It’s certainly been an interesting month in which to go live with a high risk strategy fund, not to mention really put your money where your mouth is. We have been able to take advantage of opportunities that might otherwise not have existed. Despite the turmoil, we still believe equities present less of a risk then bonds. It might go against conventional wisdom; indeed, what we are seeing now might represent the best buying opportunity we have seen for two years. We have certainly used this as an opportunity to re-weight the equity portion of our portfolio, which now stands at 71% of...
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