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THE INVESTOR
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25
THE INVESTOR CENTRE
Greg Moss
The Investor
is a publication distributed on a global basis
to St. James’s Place clients. Certain funds referred to in ‘The
Investor Centre’ section may not be available for public sale in all
jurisdictions in which St. James’s Place operates.The discussion of
these funds is for information purposes only and is not intended
as an invitation or offer to invest in any of the funds.You should
contact your St. James’s Place Partner for further information on
the funds available for public sale in your jurisdiction.
WELCOME
TO THE
INVESTOR
CENTRE
IN THIS SECTION
Fund manager quarterly commentaries are now
available in the ‘Insights’ section of your Partner’s
website or at www.sjpinsights.co.uk
26 The quarterly report
28 Viewpoint
Richard Colwell (pictured),
Columbia Threadneedle
Investments
30 Portfolio overviews
36 Portfolio analysis
38 Insights
George Luckraft,
AXA Investment
Managers
T
he third quarter of 2017 saw
politics both at home and abroad
hitting the headlines.The party
conference season passed without
providing clear answers on issues such as
Brexit, while in EuropeAngela Merkel
remained as German Chancellor but
with a narrower margin of victory than
she would have hoped for.
Elsewhere, the US continued its
economic recovery despite bad news
in the shape of two destructive
hurricanes and another mass shooting.
In this edition’s ‘The Investor
Centre’, our Chief Investment Officer,
Chris Ralph, reviews these events in
more detail, ColumbiaThreadneedle
Investments’ Richard Colwell discusses
active portfolio management, and
AXA Investment Managers’ George
Luckraft reflects on his 10 years
working in the investment markets.