Judging the multi-manager approach
Craig Baker, Global Chief Investment Officer & Mark Davis, Head of Delegated Portfolio Management EMEA, Willis Towers Watson give an update and overview of the Alliance Trust Equity Portfolio. Baker & Davis discuss strategy, performance, risk and look to the future positioning of the portfolio.
The Beauty of Baidu: The value in Chinese equities
Hugh Sergeant, Head of UK Equities at River & Mercantile runs a twenty-stock recovery portfolio on behalf of Alliance Trust. Here he gives some insights to investment approach, performance and the market.
Taking a 10-year view
Andy Headley, Fund Manager & Head of Global, Veritas Asset Management, runs a twenty-stock global equity portfolio on behalf of Alliance Trust. Here he shares his 10-year view and discusses the economic cycle.