From the managers' desk

Alliance Trust
ANDY HEADLEY, GLOBAL HEAD OF STRATEGY, VERITAS ASSET MANAGEMENT
Andy discusses how he’s repositioned his sleeve of the Alliance Trust portfolio in the light of the Covid-19 crisis.
HUGH SERGEANT, CIO OF EQUITIES, RIVER AND MERCANTILE ASSET MANAGEMENT
Hugh talks about his approach to investing, opportune stock-picking openings and his outlook for the rest of the year.