David Bulteel
David Bulteel, head of international portfolio management, Carr Sheppards Crosthwaite
Based in: London, UK
“The outlook for US employment remains unclear and may deter the Federal Reserve from raising rates again before the presidential election. US second quarter results were very satisfactory although the outlook statements were less bullish than expected. Valuations of equity markets have improved this year due to robust earnings growth. If world growth remains on track and the oil price continues to weaken, or at least stabilises, equities offer good long term value.”
Amount (E) Fund
16,575 Gartmore CSF Continental Europe (large cap)
14,500 Fidelity Funds European Bond Fund
12,500 Gartmore CSF European Bond
11,675 Investec GSF Continental European Equity
11,650 Henderson Horizon Continental European Equity
10,000 Baring European Bond Fund
5375 Credit Suisse USA Equity
5375 GAM Star American Focus (equity)
3200 Lazard UK Equity
2650 Mellon Newton Asian Equity Portfolio
2500 Findlay Park US Smaller Companies
2000 Martin Currie Japan Fund (equity)
2000 Cash
