Dublin Roundtable: Navigating noise and lower-for-longer growth
18 Feb 16
The precipitous falls seen on stock markets in recent weeks have opened up opportunities for brave managers of long term money, while at the same time ratcheting up the noise and negative sentiment in the round.
Brian O’Rourke, head of multi-manager at Mediolanum Asset Management, says his firm has been bullish on a tactical basis, managing around the various bouts of volatility seen so far.
Expecting further volatility, O’Rourke said the firm is of the view that equities have the best relative value in the market.
But, he added, clients remain very income focussed. “Obviously, there’s some risk in some traditional yield sectors, and, as a result, alternatives are featuring very high up in terms of conversations we’re having with advisers in our market.
Tags: Investment Strategy
