“Markets are unlikely to calm down anytime soon, and stock-picking will be key to garnering outperformance. Companies that disappoint are being punished heavily by investors; avoiding those ‘landmines’ is the order of the day. Volatile markets do not scare us, as we think market movements create opportunities. We are focusing on quality assets and adding to our positions on market dips. We are sticking with our convictions and feel confident in our stance because we are careful about the levels of liquidity of our portfolios.”
David Coombs, Head of Multi-Manager Investments, Rathbone Unit Trust Management
To read their full market outlook, click on the PDF document below.