Morningstar's Edward Fane has been making contrarian calls across the firm's real return managed portfolios, adding investments in energy, Russia and emerging market debt.
The manager said the funds were cautiously positioned for most of last year, but now he is seeing "obvious areas of value" in contrarian ideas and has been adding to them across all four real return portfolios....
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till