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I’ll be home for Christmas… with LGIM’s Justin Onuekwusi
In a festive series investment experts reflect on an extraordinary year and their hopes for 2021
LGIM head of retail multi-asset funds Justin Onuekwusi has taken a number of positives from lockdown, including having to travel less, but losing the dance-off at the multi-asset team’s virtual Christmas bingo event (the mind boggles) has been
the most memorable experience.
Blackrock European Dynamic.
What are your biggest over and underweights as vaccine news points towards a return to normality?
The largest overweight is equity laggards (out-of-favour equity positions that have underperformed over the course of 2020 such as European value, small caps and Japanese railways). These are opportunities that have a medium-term horizon, therefore we are willing to be patient.