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 Henderson International Income and Martin Currie Global)
Flexible investment (thoughts from CIP Merchant)
UK (thoughts from Acorn Income, Dunedin Income Growth, Fidelity Special Values, Henderson High Income, Marwyn Value, Mercantile and Merchants)
North America (thoughts from JPMorgan American, JPMorgan US Smaller Companies and North American Income)
Europe (thoughts from BlackRock Greater Europe and Henderson Euro)
Japan (thoughts from Schroder Japan Growth)
Asia Pacific (thoughts from Aberdeen Standard Asia Focus, Asia Dragon, Fidelity Asian Values, Henderson Far East Income, Pacific Assets, Schroder Asian Total Return and Scottish Oriental Smaller Companies)
Latin America (thoughts from BlackRock Latin American)
Global emerging markets (thoughts from JPMorgan Global Emerging Markets Income)
Vietnam (thoughts from Vietnam Enterprise Investments)
Biotech and healthcare (thoughts from International Biotechnology Trust)
Debt (thoughts from Axiom European Financial Debt, Carador Income, NB Distressed Debt and NB Global Floating Rate Income)
Financials (thoughts from EJF)
Private equity (thoughts from BMO Private Equity, EPE Special Opportunities, ICG Enterprise and LMS Capital)
Hedge funds (thoughts from Highbridge Tactical Credit and Third Point Offshore Investors)
Infrastructure (thoughts from International Public Partnerships)
Renewable energy infrastructure (thoughts from Aquila European Renewables Income and Gresham House Energy Storage)
Environmental (thoughts from Impax Environmental and Menhaden)
Commodities and natural resources (thoughts from Baker Steel Resources, Golden Prospect Precious Metals and Riverstone Energy)
Leasing – (thoughts from DP Aircraft 1 and SQN Asset Finance Income)
Property – UK (thoughts from BMO Commercial Property)