From the managers' desk

ANDY HEADLEY, GLOBAL HEAD OF STRATEGY, VERITAS ASSET MANAGEMENT

Andy discusses how he’s repositioned his sleeve of the Alliance Trust portfolio in the light of the Covid-19 crisis.

HUGH SERGEANT, CIO OF EQUITIES, RIVER AND MERCANTILE ASSET MANAGEMENT

Hugh talks about his approach to investing, opportune stock-picking openings and his outlook for the rest of the year.