Simon Evan-Cook: Pick your battles

As the pendulum swings

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Simon Evan-Cook: "It is back to the fence for us, although we are still inclined to lean more to the reflationary side."
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Simon Evan-Cook: "It is back to the fence for us, although we are still inclined to lean more to the reflationary side."

Rather than 'bet' on specific market outcomes, writes Simon Evan-Cook, a large part of the multi-manager's job is to find excellent fund managers, then allocate capital to those with the healthiest opportunity set

Back in October, before the whole ‘reflation' brouhaha kicked off, we had been warning that a whole ‘reflation' brouhaha might be about to kick off. Having spotted the nascent trend - and been fairly fortunate...

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