11.09.2015 - Martin Currie long/short manager eyes commodities after sell-off
Martin Currie's European long/short manager Michael Browne is eyeing opportunities in commodities following the strong sell-off across global markets in August. The manager in charge of the Legg Mason affiliate's European long/short strategy said the volatility during the summer months has presented buying opportunities and he has the flexibility to boost exposure. Prior to the sell-off, the team adopted a cautious stance on expectations of a global slowdown, having cut net exposure in the fund to 26% in mid-August, in time to weather the market storm...............................................Full Article: Source
Print