The US equity market has experienced an about-turn and is offering investors a wealth of opportunities, writes Mark Piper, co-fund manager of the Collins Stewart Select Opportunity fund.
Towards the beginning of 2011 it became clear the tides were turning and it was an appropriate time to tactically reduce exposure to Asian and emerging market equities and raise allocation to western equity...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till