Views & News

Global Value and Income Dispatch

| Multi-Asset Value
  • Our current equity exposure sits at the upper end of neutral
  • We continue to lean on equity and preferred income to manage through this low rate environment
  • Income portfolios must beware to avoid excessive sector or style biases

Disclaimer

The views expressed are those of the portfolio manager as of October 2020, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of  future events, a guarantee of future results, or investment advice.
 

For a better experience, we recommend viewing this website in landscape orientation.

Webcast

×

JOHCM

×

Regnan

×