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Performance review: where Heartwood’s Sippetts finds best value
by Elsa Buchanan on Feb 12, 2014 at 07:00
However, Sippetts believes cutting exposure to Japan too early was a missed opportunity. After enjoying the initial run, he took 25% profits after selling his 0.5% allocation, but says he could have ‘stayed longer’. Performance could have also been boosted by holding more European assets, he added.
He anticipates fixed income yields will continue rising and ‘to get any positive return, we will have to accommodate the greater risk in credit and fixed income.’
‘We’ll probably have a smaller weighting, because the investments we own are quite risky, certainly when compared to the long term volatility of inflation-linked and government conventional bonds.’
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