Remaining optimistic and balanced going into 2022

Darius McDermott interviews John Chatfeild-Roberts and David Lewis, co-heads of strategy and co-managers on the Jupiter Merlin range. These funds, which have different investment objectives, are predominantly funds of funds, managed by a very experienced team of multi-manager professionals.

In this interview John and David start by give us an overview of their investment process and views on the macroeconomic environment today [0:25]. They tell us why they have 1/3 of the Balanced portfolio in a blend of global value and growth funds [1:50] and how they’ve found virtual meetings when meeting fund managers [3:30]. The interview wraps up with the biggest change to their portfolio [6:12] and the most successful holding in 2021 [7:52].

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