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Despite Evelyn Partners generally reducing exposure to UK equities, fund manager James Burns said he retains his “highest conviction” positions and revealed which funds escaped the cut.
Speaking with Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe, Burns explained the evolution of his UK equity allocation, and also discussed his exposure to emerging markets, the US, and fixed income positions.
Hosted on Acast. See acast.com/privacy for more information.
By Asset AllocatorDespite Evelyn Partners generally reducing exposure to UK equities, fund manager James Burns said he retains his “highest conviction” positions and revealed which funds escaped the cut.
Speaking with Asset Allocator chief reporter Joseph Wilkins and contributing editor David Thorpe, Burns explained the evolution of his UK equity allocation, and also discussed his exposure to emerging markets, the US, and fixed income positions.
Hosted on Acast. See acast.com/privacy for more information.