Asset Allocation: SYZ Asset Management’s Hartwig Kos ramps up cash to avoid risk

Hartwig Kos, co-head of multi asset, vice-chief investment officer and a portfolio manager on the Absolute Return fund talks to Fund Strategy about how the team have reinforced the fund’s investment process by bringing in further expertise on new asset classes and new asset allocation tools for risk management. Hartwig further mentions that due to equities and fixed income looking particularly expensive, he has decided to increase his exposure to cash.