The small size of the region’s markets means that Eastern European stocks are often overlooked in favour of bigger Asian growth stories. Yet there is plenty of promise closer to home as well.
The Downing Strategic Micro-Cap Trust had a disappointing start. But it’s finally looking like it’s ready to achieve its potential.
With strong GDP growth, a stable macro-economic environment, increasing exports and record levels of foreign direct investment, it is easy to see why Vietnam is considered among the world’s most exciting markets.
These two China-focused, London-listed investment trusts are excellent long-term bets, says Max King.
JPMorgan’s new investment trust offers a play on real assets ranging from global infrastructure to Asian property.
ADVERTORIAL CONTENT Laura Foll, Co-Fund Manager of Lowland Investment Company, highlights activity on the Trust’s portfolio over the last quarter and what investors can reasonably expect over the coming months.
Ben Lofthouse, fund manager for the Henderson International Income Trust, on portfolio changes, market performance and trust outlook.
Georgia Capital, a London-listed investment fund, is trading on a big discount and looks a good bet for the brave.
ADVERTISEMENT FEATURE Wind and solar are now the cheapest ways to generate electricity in many countries. This should translate into even higher demand for renewables, says Mike Appleby of Liontrust.
Illiquid debt offers tempting returns, but the next downturn could still reveal unexpected risks.
Jamie Ross, Fund Manager of Henderson EuroTrust, talks about the Trust’s shorter portfolio list and highlights the need for a genuinely active investment strategy.