Personal view: make fat gains from lean hogs

Asia's increasing appetite for meat over rice and vegetables means there's money to be made from pigs. One fund manager explains how, and gives his tips on what else he would invest in now.

Steve Brann of the CF Miton Arcturus fund shares his investment tips, including capitalising on Asia's increasing appetite for meat over rice and vegetables

The past year has been a pretty testing one for markets, with a near run on the American banking system a stark reminder that there are no free lunches and risk can only ever be managed, not totally dismissed. The key to our approach is creating portfolios that are both diverse and contain non-correlated themes, so that we achieve decent performance and weather different market conditions.

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