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Performance review: why Towry's Wilson broke alternatives record

by Elsa Buchanan on Feb 19, 2014 at 08:47

In the event of a future drawdown, he expects to add to his global property securities exposure, and, ‘at some point’, to emerging market debt. ‘It could look like a good long-term bet.’

Buy: BUY Long volatility strategies

‘Volatility is cheap. We’ve been through a period of low volatility, which is not sustainable, so we’ll look at more normalised conditions’

HOLD Commercial property

‘There is reasonable value in global property securities vs global equities at the moment and in the event of a selloff, property will be an interesting buy.  Bricks and mortar property can continue to go well too, and is a bit of an inflation proof’

SELL Any overweight vs target exposure

‘If your equity exposure has outperformed and the overall portfolio risk profile has consequently changed, then batten down the hatches where appropriate’

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Co-op files £2.5bn loss after 'disastrous' 2013

by David Campbell on Apr 17, 2014 at 09:20

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