A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned. Read more on our website
Global (thoughts from Martin Currie Global Portfolio, Henderson International Income Trust) 8 United Kingdom (thoughts from Mercantile Investment Trust, City Merchants High Yield, Jupiter UK Growth, Invesco Perpetual UK Smaller Companies, Acorn Income Fund, Troy Income and Growth)
North America (thoughts from North American Income Trust)
Asia ex Japan (thoughts from Witan Pacific Investment, Symphony International Holdings, Aberdeen Asian Income, Henderson Far East Income, Scottish Oriental Smaller Companies, Pacific Assets, Fidelity Asian Values, Aseana Properties)
Japan (thoughts from Baillie Gifford Shin Nippon, Schroder Japan Growth Fund)
Global emerging markets (thoughts from JPMorgan Global Emerging Markets Income)
Vietnam (thoughts from Vietnam Enterprise Investments)
South Korea (thoughts from Weiss Korea Opportunity Fund)
Thailand (thoughts from Aberdeen New Thai Investment Trust)
Latin America (thoughts from Aberdeen Latin American Income Fund)
Africa (thoughts from Africa Opportunity Fund)
Biotech and healthcare (thoughts from International Biotechnology Trust)
Debt (thoughts from Volta Finance, Honeycomb Investment Trust, Fair Oaks Income Fund, ICG-Longbow Senior Secured UK Prop Debt Investments, Acorn Income Fund, P2P Global Investments, VPC Specialty Lending Investments)
Private equity (thoughts from BMO Private Equity Trust, EPE Special Opportunities)
Hedge funds (thoughts from Highbridge Multi-Strategy Fund)
Financials (thoughts from EJF Investments)
Re-insurance (thoughts from CATCo Reinsurance Opportunities)
Leasing (thoughts from DP Aircraft)
Property – UK (thoughts from UK Commercial Property REIT, Standard Life Investments Property Income, F&C Commercial Property)
Property – Europe (Phoenix Spree Deutschland, Aberdeen Standard European Logistics Income, Dolphin Capital Investors)
Commodities and Natural Resources (thoughts from Baker Steel Resources)
Environmental (thoughts from Impax Environmental Markets)
