Managing Director (UK) and Fund Manager, James Sullivan, looks at the market’s indifference towards Japanese stocks.
Managing Director in the UK and Fund Manager, James Sullivan looks at the macro environment and, amidst all the uncertainty, reminds us not to panic.
James Sullivan looks at the investment case for the ‘financials’ sector.
James Sullivan discusses the development of the Korean market in his latest note.
It seems an awful long time ago, but when I would go to football training as a kid, I’d fret about what kit to wear, not wanting to stand out. My Dad would say to me “don’t worry about what everyone else is wearing, you’re there to do a job, it’s not a fashion show”.
One aspect of our multi-asset fund asset allocation that has historically taken up a lot of airtime during investment committee meetings is that of the ‘alternative’ sector, which can often be rather subjective in its interpretation and the subsequent merits about inclusion in the portfolios questioned. My own views are not necessarily representative of the