Like the UK, Latin America has suffered greatly during the pandemic – perhaps even more so. The World Bank estimates that regional GDP may slip by as much as 8%, with more than four million…
Focus on US value trumps trade concerns
By Fran Radano, Senior Investment Manager, The North American Income Trust plc Steady global growth ahead if trade negotiations produce a positive settlement.Bank valuations remain too low following de-risking, low defaults and good quality loan…
Commercial property: a new phase in the cycle
By Jason Baggaley, Fund Manager, Standard Life Investments Property Income Trust Limited Commercial property is an asset class that has demonstrated strength and resilience in recent years.The cycle is mature, presenting different challenges and necessitating…
Now is a Great Time to Invest in Latin American Mining
For centuries Latin American mining has captivated international investors. Tales of Birú, a magical gold-laden land that we now know as Peru, were enough to convince Spanish conquistador Francisco Pizarro to lead a risky expedition against…
London’s Role in Latin America’s Renewable Revolution
Latin America is at the forefront of renewable energy’s battle against established fossil fuels. Costa Rica is the only country with a 100% renewable electricity grid, while recent energy auctions in Chile and Mexico look…
Japan: where necessity is the mother of invention
By Kwok Chern-Yeh, Head of Investment Management, Aberdeen Japan Investment Trust PLC Fertile ground for investing in world-class companies despite domestic economic challengesCompanies have expanded overseas to find growth and are geared into the consumption…
China trade war? No worries
Mike Kerley, fund manager for Henderson Far East Income, gives update on the fund’s portfolio activity and why China’s trade war poses little threat.
The only way is up
Ollie Beckett, fund manager of TR European Growth Trust, discusses how the trust has outperformed its benchmark and how he is “cautiously optimistic”
A perfect pension?
What’s the best way to save and invest inside a pension plan? Pension savers benefit from generous tax breaks that automatically give their retirement funds a boost, but to really maximise your income later in…
Now is a good time to be cautious on credit
John Pattullo, Co-Fund Manager of Henderson Diversified Income Trust, explains why the team is increasing the portfolio's exposure to government debt.
John Bennett: “A truer active, more idiosyncratic portfolio”
John Bennett, Fund Manager of Henderson European Focus Trust, explains the thinking behind his new, more concentrated portfolio.
Confidence and conviction in the process
Jamie Ross, Fund Manager of Henderson EuroTrust, explains his investment process and shares two interesting additions to the portfolio.
Riding the waves
Ian Cowie Shareholders enjoyed a sparkling start to 2019 as global stock markets recovered from 2018’s anxious autumn. Share prices’ roller coaster ride is not necessarily over yet but the sharp recovery seen this spring…
The UK stock market: beyond Brexit
Louise Kernohan, Investment Director, Dunedin Income Growth Investment Trust PLC Brexit is more than just noise, but it is a sideshow in the day-to-day running of our business.There are steps we can take to navigate…
A New Dawn for Asian markets
By James Thom, Investment Director, Aberdeen New Dawn Investment Trust PLC It is 30 years since the launch of the Aberdeen New Dawn Investment Trust PLC. Asia is both the same as, and fundamentally different…
A year of two halves?
Alex Crooke, Fund Manager of the Bankers Investment Trust, explains how the team is preparing for a different investment landscape in the second half of 2019. It’s in our nature as fund managers to continually…
Will Indian elections disrupt the reform agenda?
By Kristy Fong, Investment Director, Aberdeen New India Investment Trust PLC India has general elections looming. Markets have seen an impact from wobbling poll ratings for incumbent, reformist Prime Minister Narendra Modi. Should investors be…
Going Green
The growing popularity of investment strategies incorporating ESG (environmental, social and governance) criteria is one of investment’s biggest trends. More investors want their money to be invested in a sustainable way or in a way…
Week in review: Running on empty?
Despite a stream of disappointing economic data, most global markets performed well this week. Equity indices in London, New York, Tokyo and Shanghai were all comfortably ahead, even as the threat of a global slowdown…