In the second part of our special feature, multi-asset managers explain their US positioning in the face of further market volatility as interest rate rises loom and the presidential election campaign enters its final months.
Click here for part one Gary Potter, co-head of multi-asset solutions team, F&C Managed funds exposure Our current exposure to the US is primarily through equities via a range of managed funds. Currently underweight US equities relative to benchmark, we nevertheless seek a diversified exposure to the market and invest in a selection of different investment strategies. Seeking the best of breed managers, we are not overtly style-driven but inevitably we do have some style bias as result of bottom up fund selection. This shows us slightly overweight growth and conversely underweight...
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