Many investors, particularly when just starting, can be nervous when it comes to emerging markets. Funds that invest in the potential future engines of global growth tend not to feature in most portfolios. There’s still a perception that emerging markets are only for the brave. This might have been the case 20 years ago, but
Yorkshire investors looking into Asian markets may find it’s their best financial move for 2020 and beyond!
Yorkshire’s links with Asia, and China, in particular, go back a long way, and many Yorkshire cities are twinned with sister cities throughout the region. Some of the most successful links and partnerships include: – The twinning of Leeds-Hangzhou, which has been in place over 30 years now, and created a variety of trade opportunities
While it may be impossible to stumble across a magic unicorn, Fraser Mackersie often brings some magic to his co-manager role at Unicorn UK Income. Mackersie, who is a lead manager at Unicorn UK Growth Fund and co-manager at the Acorn Income Fund, has maintained a high alpha score through rising and failing markets. Mackersie
As part of the leading team responsible for the Liontrust Economic Advantage Process, it’s Anthony Cross’s job to identify companies who possess intangible assets, who offer a solid competitive advantage and can sustain a high level of profitability for longer. Consistently outperforming his peer group composite, the funds which Anthony co-manages with his business colleague
Francis Brooke, lead fund manager of the Troy Trojan Income Fund, has an excellent long-term performance track record, particularly in challenging market conditions. This is in large part, a result of his investment approach, which favours companies that have strong defensive characteristics, which help to make returns more predictable and dependable. Some companies are more
Emerging markets are perilously difficult to predict. They offer investors the potential for much larger gains than they’re likely to find in more developed markets over a longer time frame, but volatility in the short and medium-term means they’re not for the fainthearted. Having a percentage of your portfolio in emerging markets is often seen