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Polin plans push into global equity and

Resolution Asset Management director Jonathan Polin says he would like to move further into the global equity and alternatives sectors and is not ruling out a joint venture in the future.

Polin believes that both areas have started to show signs of growth and wants to get involved before they start to accelerate rapidly.

He says: “We already have some global equity exposure and we would like to build this further as asset flows are moving in that direction in the likes of pension funds.

“Alternatives has also continued to grow, with wider powers being made available and leading to strong performers like BlackRock UK absolute alpha. It is somewhere where we already have some expertise but we would like to continue building.”

Polin says additions in both areas could come through joint ventures or in-house expertise.

Resolution has already launched four joint ventures in Argonaut, Cartesian, Hexam and multi-manager Maia and Polin has indicated that UK equity income is still top of his list of future offerings. He says: “It is a big area that we have always looked at and it is a case of finding the right people for the job that are available to do it.”


The Russia house

I still believe that some of the key themes in the future of world markets are commodities and infrastructure. In the short term, they could be somewhat overcooked, especially oil. I would not be surprised to see it fall back to $100 or so, given that world demand has not picked up in the last few months. Indeed, if anything, it has fallen.

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The rally in cyclical ‘value’ stocks paused for breath in February, as investors took a more cautious tone and switched their attention back to defensive areas. In this article, Jacob de Tusch-Lec, manager of the Artemis Global Income Fund, explains how he has positioned the portfolio, given the many economic, geopolitical and policy risks that […]


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