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Alan Howard: We’re sticking to our themes – but will perform better this year

by Robert St George on Jan 24, 2014 at 10:21

Turning to the US, he added that he anticipated a sustained period of unwinding as QE is reduced. ‘Now that the Fed has finally started to exit its extraordinary asset purchase programme in the US, we would expect the opportunity set to trade both US rates and the US dollar to markedly improve.’

He characterised his approach to 2014 as ‘pressing winning themes’, noting that doing so had delivered annualised returns of around 20% for three consecutive years between 2007, 2008 and 2009. ‘Going forward, we will continue to press winners, but recognise that we must also focus on better protecting gains.’

He concluded: ‘We are all fully aware that 2013 was a disappointing year in terms of returns and we are determined to deliver a more satisfactory outcome for 2014.’

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