by Jake Moeller.
In this podcast, David Coombs, fund manager at Rathbones, chats with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters following his appearance at the Lipper European Fund Selector Forum held in London on July 11, 2017.
David outlines why he is unapologetic about the cautious stance in his current investment outlook and positioning. He examines some of the challenges posed by the current geo-political environment, his current preferred asset classes, and how he justifies holding cash in an ongoing low-rate environment.
About David Coombs
David is Head of Multi Asset Investments for Rathbone Unit Trust Management. He lead manages the Rathbone Multi Asset Portfolios (Rathbone Strategic Growth, Rathbone Strategic Income, Total Return and Enhanced Growth Funds), and co-manages the Rathbone Strategic Bond Fund with Bryn Jones.
He is a member of Rathbones’ Investment Executive Committee, with responsibility across the Group for Rathbones investment proposition offered to multi office financial advisory firms. He also sits on Rathbones’ Strategic Asset Allocation Committee.
David joined Rathbones in April 2007 from Baring Asset Management, where he developed their absolute return investment process in the 1990s.
Over his 30 years experience (20 years plus in multi-asset management), David has managed unitised and segregated funds for institutional pension funds, captive insurance companies, corporate trustees and private clients including the Baring Optimum and Extended Risk funds. He joined Barings in 1988 from Hambros Bank in Guernsey, where he started his career in 1984.
David is an Associate of the Chartered Institute of Financial Services.
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This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.
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