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 : 


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 


Technology (thoughts from RCM Technology Trust : RTT)


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