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The market is in a tricky place right now and close to a cyclical trough, says Obe Ejikeme, quantitative equity analyst at Carmignac.
Up around 20% since the start of the year, assets in client portfolios need to be rotated to take advantage of changing conditions over the next 12 to 18 months, which favour areas such as emerging markets, he argues.
He gave insights on this outlook recently at International Adviser’s Fund Links Forum in central London’s JW Marriott Grosvenor House Hotel.
The Monetary Policy Committee voted 8-1 in favour of a 25 basis-point cut to 4.75%
Two professionals added to client office senior leadership team
The managing director says outflows from money market funds will ramp up as we head towards the new year
Earnings growth for these companies has been outstanding
Adopting a single manager approach on the £14.3bn fund range is ‘the most appropriate strategy going forward’
The ‘nil rate band’ has been frozen at £325,000 since 2009
