A collation of recent insights on markets and economies taken from the comments made by Chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned... Read More
Global (thoughts from Martin Currie Global Portfolio, EP Global Opportunities,
Witan, Murray International, Alliance Trust, Foreign & Colonial)
UK (thoughts from Mercantile, Dunedin Income & Growth, Henderson High Income,
JPMorgan Claverhouse, Athelney Trust)
Asia (thoughts from Asia Total Return, Pacific Assets, Aberdeen Asian Smaller
Companies)
Europe (thoughts from Fidelity European Values, European Assets)
Japan (thoughts from Schroder Japan Growth, Baillie Gifford Japan, Baillie Gifford Shin Nippon)
Emerging Markets (thoughts from BlackRock Emerging Europe, VinaCapital Vietnam Opportunities, Advance Frontier Markets)
Commodities & Resources (thoughts from RAB Special Situations,
BlackRock World Mining)
Infrastructure (thoughts from International Public Partnerships, John Laing
Infrastructure)
Private Equity (thoughts from F&C Private Equity, Hg Capital)
Property (thoughts from Raven Russia, Hansteen, AXA Property Trust)
Renewables (thoughts from Foresight Solar)
Technology (thoughts from Allianz Technology)
Debt (thoughts from JPMorgan Senior Secured Loan, GLI Finance, JPMorgan
Global Convertibles Income)
Hedge (thoughts from DW Catalyst, BH Global Macro)
http://quoteddata.com/2015/04/quoteddatas-views-global-economy-april-2015/
