Professional Wealth Managementt

By PWM Editor

“The bull run continues, favouring countries with the best growth rates (Asia) or the best recovery prospects (Japan and Europe). Japan came top but you had to be in large caps to make the most of it. Our asset allocation worked well for us, both in terms of overweighting equities in general and Asia, Japan and Europe specifically. Star performers were JOHCM Continental European and New Star GIF Asian Opportunities, and Credit Suisse Target Return. ”

 

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