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
Global – (thoughts from Blue Planet, BMO Global Smaller Companies, Edinburgh Worldwide, Lindsell Train, Majedie, Monks, Scottish Investment Trust and Securities Trust of Scotland)
Flexible investment – (thoughts from Aberdeen Diversified Income and Growth, Hansa, Miton Global Opportunities and Seneca Global Income & Growth)
UK – (thoughts from Artemis Alpha, Blackrock Income & Growth, BMO UK High Income, BMO UK High Income, Chelverton UK Dividend, Edinburgh, Finsbury Growth & Income, Invesco Income Growth, Lowland, Miton UK Microcap and Schroder UK Mid Cap)
Asia Pacific – (thoughts from Aberdeen New Dawn, JPMorgan Asian and Schroder AsiaPacific)
Europe – (thoughts from JPMorgan Euro Smaller Companies and JPMorgan European)
Japan – (thoughts from Atlantis Japan Growth and JPMorgan Japanese)
North America – (thoughts from Gabelli Value Plus+)
Brazil – (thoughts from JPMorgan Brazil)
China – (thoughts from JPMorgan Chinese)
India (thoughts from JPMorgan Indian)
Biotechnology & healthcare (thoughts from Polar Capital Global Healthcare)
Commodities & natural resources (thoughts from Polo Resources)
Environmental (thoughts from Jupiter Green)
Technology & media (thoughts from Augmentum Fintech and Polar Capital Technology)
Debt (thoughts from Henderson Diversified Income)
Infrastructure, now incorporating infrastructure securities (thoughts from Ecofin Global Utilities and Infrastructure and Infrastructure India)
Leasing (thoughts from Amedeo Air Four Plus)
Renewable energy infrastructure (thoughts from Gore Street Energy Storage and SDCL Energy Efficiency Income)
Royalties (thoughts from Hipgnosis Songs)