In this summer edition, we explore how the risk of a single portfolio from one top fund manager, outperforming only in certain markets or situations, can be mitigated by investments in a suitable, multi-manager structure.
We also reflect on why the hot button topic of US healthcare is such a viable arena for change and investment in the next few years, as it prepares for solid growth over the long-term.
Plus, we explore why the Association of Investment Trusts ranks Alliance Trust as the most consistent investment Trust in the AIC global sector.
As part of our continuing Spotlight series, this edition sees our stock pickers, Ben Whitmore, Jupiter Asset Management and Hugh Sergeant, River & Mercantile, take centre stage. On top of offering their insight into the current markets, they shed light on their personal investment philosophies and processes.
We hope you enjoy our articles and find them both valuable and useful.