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 AVI Global, Majedie, and Scottish Mortgage)
Flexible investment (thoughts from Capital Gearing, Caledonia, and Livermore)
UK (thoughts from BMO UK High Income, Chelverton Growth, River And Mercantile UK Micro Cap, Aberdeen Standard Equity Income, BlackRock Income And Growth, Schroder Income Growth, Aurora, Finsbury Growth & Income, Troy Income & Growth, and Keystone)
North America (thoughts from BlackRock North American and North Atlantic Smaller Companies)
Europe (thoughts from Henderson European Focus and Baring Emerging Europe)
Japan (thoughts from JPMorgan Japanese)
China (thoughts from JPMorgan China Growth & Income)
Asia Pacific (thoughts from JPMorgan Asia Growth & Income, Schroder AsiaPacific, Aberdeen Asian Income, and Witan Pacific)
Latin America (thoughts from BlackRock Latin American and Aberdeen Latin American Income)
Global emerging markets (thoughts from BlackRock Frontiers)
Thailand (thoughts from Aberdeen New Thai)
Biotech and healthcare (thoughts from Polar Capital Global Healthcare)
Debt (thoughts from Pollen Street Secured Lending, Honeycomb, TwentyFour Select Monthly Income, VPC Specialty Lending, Blackstone / GSO Loan Financing, and Invesco Enhanced Income)
Growth capital (thoughts from Adamas Finance Asia)
Infrastructure (thoughts from GCP Infrastructure and 3I Infrastructure)
Infrastructure securities (thoughts from Ecofin Global Utilities and Infrastructure)
Commodities and natural resources (thoughts from BlackRock World Mining)
Property – UK (thoughts from Urban Logistics REIT, Standard Life Investments Property Income, Ediston, LXI REIT, and Residential Secure Income
Property – Europe (thoughts from Aberdeen Standard European Logistics Income and Tritax EuroBox)
Property securities (thoughts from TR Property)