Show Notes
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.
The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter. Hosted on Acast. See acast.com/privacy for more information.
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