It is often said that markets climb a wall of worry, but there are times when investors panic and run for the exits. In such an environment, the attractions of funds which are defensively positioned and managed by an experienced team, with an investment ethos based on an assessment of long-term fundamental value, come to the fore. CG Asset Management (CGAM)’s defensive stance is based on its belief that almost all asset classes offer the prospect of low or negative returns at current va
12 Mar 2020
More than a port in a storm
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More than a port in a storm
- Published:
12 Mar 2020 -
Author:
Ed Marten -
Pages:
31
It is often said that markets climb a wall of worry, but there are times when investors panic and run for the exits. In such an environment, the attractions of funds which are defensively positioned and managed by an experienced team, with an investment ethos based on an assessment of long-term fundamental value, come to the fore. CG Asset Management (CGAM)’s defensive stance is based on its belief that almost all asset classes offer the prospect of low or negative returns at current va