Janus Henderson Investors' multi-asset team has warned investors to avoid indiscriminately flocking into "fashionable" alternative asset classes, suggesting a selective approach is preferable.
Nick Watson, a portfolio manager in the £4bn multi-asset team, said the diversification characteristics of particular assets cannot be read as constant. For instance, he said private equity cannot be...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions