As a wholehearted believer in the ability of active management over the medium to longer term, David Lewis, fund manager in the Jupiter Merlin team at Jupiter Asset Management, sets out his stall in response to critics who argue that this approach is a mugs game.
He also identifies a point in the next year when the economic indicators lead to a potentially sunny upland after a choppy ride to get there.
Lewis spelt out his strategy recently at International Adviser’s Fund Links Forum in central London’s JW Marriott Grosvenor House Hotel.
