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 mind up. Please
remember that nothing in this note is designed to encourage you to buy or sell any of the companies
mentioned. Please click for full report. http://quoteddata.com/2014/08/quoteddatas-views-global-economy-july-2014/
In this month’s round up:
Global economy (thoughts from Midas Income & Growth : MIGT, F&C
Managed Portfolio : FMPG / FMPI, Alliance Trust : ATST and Foreign & Colonial :
FRCL)
UK (thoughts from Oryx International Growth : OIG, Smaller Companies
Dividend Trust : SDV, Artemis Alpha : ATS, Temple Bar Investment Trust : TEM,
BlackRock Throgmorton Trust : THRG, Aberforth Geared Income : AGIT and
Henderson High Income : HHI)
Europe (thoughts from Fidelity European Values : FEV) Japan (thoughts from Japan Residential Investment company : JRIC, Fidelity
Japanese Values : FJV)
Brazil (thoughts from JPMorgan Brazil : JPB) Financials (thoughts from Polar Capital Global Financials Trust : PCFT) UK Property (thoughts from Schroder Real Estate : SREI and Intu Properties
: INTU)
Technology (thoughts from RCM Technology Trust : RTT)
http://quoteddata.com/2014/08/quoteddatas-views-global-economy-july-2014/