Each week, a professional investor tells MoneyWeek where he’d put his money now. This week: Paul Atkinson, portfolio manager, North American Income Trust.
The North American Income Trust aims to provide investors with above-average income and long-term capital growth by investing predominantly in companies listed on the S&P 500, the American stock index.
Despite the uncertainty around growth prospects in China and the economic ramifications of the unrest in Crimea, our select investments in US and Canadian companies remain in rude health.
American companies that were badly affected by the great recession have emerged stronger and wiser. As confidence [...]
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