Robert Burdett

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From Fund Selection 01 December 2004

By PWM Editor

Robert Burdett, director for multi-manager and fund of funds, Credit Suisse Asset Management
Based in: London, UK
“In a mixed month, fund returns were widely dispersed and misleading. Post the US election, our strategy remains reasonably neutral, but mildly optimistic for equities. We have therefore taken bonds down to 49 per cent after some good recent performance. The tactical beneficiary is continental Europe and on a more long-term strategic view, we have added to the Far East and to emerging markets.”

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