EM exposure should be global not regional
Didier Saint-Georges works for a company that invests across 50 different stock markets so is well placed to explain why an allocation to emerging markets needs to be global rather than regional.
Profiles & Comment
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smaller companies benefit from lack of research
Tim Cockerill explains the renaissance in smaller company investing, adding that those who take the time to dig deep can take advantage of a general lack of research of these businesses.
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russia – a doll of an investment
Concerns surrounding Russia’s political landscape and its reliance on oil and gas still abound. But if you don’t have exposure to Russia in your portfolio, could you be missing out on the cheapest way to capture an EM market recovery?
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untapped income potential
Investors are desperate for new sources of income and, while they are certainly not new, investment trusts should appear higher on income investors lists than they currently do, says Jackie Beard.
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style of exposure is key to success this year
Eden’s Mark Harris argues that with correlations moving lower and the dispersion in returns becoming greater asset allocation is crucial to portflio success in 2012.
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more than half ems are investment grade
How should investors get exposure to emerging markets given their improved fundamentals and an expanding investment universe? Amanda La Marca gives the EM debt side of the argument…
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check your options before selling a stock
John Fletcher poses an oft-asked question: “Why exactly did I buy that stock..?” and seeks out an answer that does not necessarily involve selling a position.
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putin to become a modest reformer as president
While the validity of Putin’s election victory is being challenged by some, his desire to introduce political and economic incentives may well surprise many external onlookers.
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focus will soon return to athens husselbee
John Husselbee describes this as “one of the best early year gains”, for the FTSE All Share at least, though warns that just because a deal over Greece has been done, Athens will return to haunt investors.
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its not uts excel for alternative strategies
Four open-ended funds dominate investors’ focus when considering absolute return investing although Charles Younes names those investment trusts that he argues investors would be far better off turning to.
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wealth manager argument on behalf of actives
Lee Robertson addresses the very vocal comments from low-cost fund providers and argues the case for active fund managers.
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small companies investment trusts opportunity
Tim Cockerill names three small-cap investment trusts that will best take advantage of the modest economic recovery he feels has just started.
