After a turbulent January, market participants are understandably cautious. We discuss some of the key macro themes that we think are likely to be pertinent for investors for the rest of 2016. Our central thesis is that the equity market is still underestimating two key risks: the return of inflation in developed markets and the risk of a further slowdown in emerging markets. Obviously, these two outcomes have significant implications for the global equity markets in general and specific mark
08 Feb 2016
Investment Funds - Buy the drop: Around the World with 20 Funds
Lazard World Trust Fund (WTR:LON), 0 | Majedie Investments PLC (MAJE:LON), 245 | JPMorgan US Smaller Companies Investment Trust PLC GBP (JUSC:LON), 384 | JPMorgan Japanese Investment Trust (JFJ:LON), 502 | Invesco Income Growth Trust (IVI:LON), 0 | BlackRock Throgmorton Trust PLC GBP (THRG:LON), 581 | CT Private Equity Trust PLC (CTPE:LON), 457 | Taliesin Property Fund (TPF:LON), 0 | Invesco Asia Trust PLC (IAT:LON), 301 | Fidelity China Special Situations PLC (FCSS:LON), 201 | India Capital Growth Fund Limited (IGC:LON), 168 | JPMorgan Emerging Europe Middle East & Africa Securities PLC Shs GBP (JEMA:LON), 0 | Attendo AB (0RCY:LON), 0
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Investment Funds - Buy the drop: Around the World with 20 Funds
Lazard World Trust Fund (WTR:LON), 0 | Majedie Investments PLC (MAJE:LON), 245 | JPMorgan US Smaller Companies Investment Trust PLC GBP (JUSC:LON), 384 | JPMorgan Japanese Investment Trust (JFJ:LON), 502 | Invesco Income Growth Trust (IVI:LON), 0 | BlackRock Throgmorton Trust PLC GBP (THRG:LON), 581 | CT Private Equity Trust PLC (CTPE:LON), 457 | Taliesin Property Fund (TPF:LON), 0 | Invesco Asia Trust PLC (IAT:LON), 301 | Fidelity China Special Situations PLC (FCSS:LON), 201 | India Capital Growth Fund Limited (IGC:LON), 168 | JPMorgan Emerging Europe Middle East & Africa Securities PLC Shs GBP (JEMA:LON), 0 | Attendo AB (0RCY:LON), 0
- Published:
08 Feb 2016 -
Author:
Mark Brown -
Pages:
64
After a turbulent January, market participants are understandably cautious. We discuss some of the key macro themes that we think are likely to be pertinent for investors for the rest of 2016. Our central thesis is that the equity market is still underestimating two key risks: the return of inflation in developed markets and the risk of a further slowdown in emerging markets. Obviously, these two outcomes have significant implications for the global equity markets in general and specific mark