Growth opportunities in an uncertain world

In this exclusive video interview, James Thomson, manager of the Rathbone Global Opportunities Fund, gives details of the major factors contributing to the fund’s outperformance last year. He explains that he moved aggressively at the start of 2009, sensing renewed hope in the stock market and reducing the fund’s 38% cash weighting down to 13% as he identified new investment opportunities. He goes on to give stock-specific examples of themes he believes will deliver growth in 2010, despite a hazy economic outlook.