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.

http://quoteddata.com/2015/02/quoteddatas-views-global-economy-february-2015/

In this month's roundup:

Global (thoughts from British Assets, Bankers, F&C Managed Portfolio)


UK (thoughts from BlackRock Income & Growth, Henderson Smaller Companies,
Diverse Income, Aberforth Geared Income)


Europe (thoughts from Jupiter European Opportunities)


Emerging Markets (thoughts from Advance Developing Markets)


Russia (thoughts from JPMorgan Russian)


Vietnam (thoughts from Vietnam Holding with particular emphasis on the impact
of the falling oil price on the country)


Commodities (thoughts from Baker Steel Resources Trust)


Debt (thoughts from TwentyFour Select Monthly Income, Henderson Diversified
Income)


Property (thoughts from Safestore with particular emphasis on the self-storage
market in the UK and France)


European Property (thoughts from Invista European Real Estate)

http://quoteddata.com/2015/02/quoteddatas-views-global-economy-february-2015/

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