Juan Nevado & Tony Finding, co managers of the M&G Cautious Multi Asset fund, say investors should look beyond the headlines for buying opportunities.
The volatility displayed in the financial markets makes it even more important to focus on which assets offer value for the medium to long term. One of the central tenets of our approach to investing is a dispassionate analysis of the returns on offer from various asset classes and a comparison with “fair value.” We aim to identify those assets that have moved furthest from their equilibrium, levels, and use them to construct a well-diversified portfolio to produce stable returns. Uncertainty is always going to be a feature of the investment landscape and a significant aspect of our i...
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