Gary Potter (L) and Rob Burdett

co-heads of multi-management, Thames River

Based in: London, UK

“Equities finished the year strongly led by Europe and Asia, with bond markets falling back as growth and inflation prospects were factored into prices. Currencies were again volatile as the Euro fell against sterling and the dollar by 2.5 per cent and 3 per cent respectively. The Janus US All cap fund was the best performer of our selection benefiting from the currency move as well as the skill of the manager. The Thames River Global Bond fund was the worst performer, reflecting the move in bond markets. We expect the positive tone of the year end to continue, but expect some short term profit taking at some point.”