Fund of the week: Why I'm sticking with stocks

This experienced fund mananger explains why he has increased the equity portion of his fund by 16% over the past two months.

It's a good time to get into equities, according to William Littlewood. The manager of the Artemis Strategic Assets Fund has increased the equity portion of his fund by 16% over the past two months. Now 83% of the portfolio is invested in the asset class.

Littlewood has 21 years' experience and has run the Strategic Assets Fund since its launch last May. Concerns over the long-term threat of inflation means the fund is focusing on equities. "Cash is going to continue to yield you very little. Bonds under our scenario of inflation later will be a very poor investment and will offer extremely low returns," he told The Daily Telegraph. Littlewood is so positive that inflation in on the cards that he holds short positions in Japanese, US and UK government bonds (since if inflation rises, bond prices tend to fall).

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