Q&A: Courtiers tips an EM revival

Q&A

Gary Reynolds, chief investment officer of wealth manager Courtiers, talks to Annabelle Williams about infrastructure, shorting gold and the prospects for the Indian stock market.

Which funds do you think will do especially well in 2013? We have a couple of infrastructure funds which could do well. There is a high demand for yield and a shortage of infrastructure projects. We bought in to the Bilfinger Berger Global Infrastructure fund earlier in the year and we are quite pleased with that. The T. Rowe Price Global Infrastructure fund could also do the job. We are also considering the Schroders ISF QEP Global Emerging Markets fund because we are looking at how to get a nice, broad base of emerging market companies in the portfolios. We think emerging markets...