Wouldn't you just love it if at this time of year an asset manager predicted an asset class or region was going to do well, and they did not have a fund in that sector?
A bit of healthy honesty would go a million miles, and might help you forget the fact no one got index-linked gilts right as the top performer for 2011, and I, along with a lot of people, thought the GEM story would be strong. Of course the fall back ‘excuse’ for me and all the other GEM bulls is it is a long-term investment story, and I am sticking to that. I have no idea how GEM will do this year, a lot of it seems to be resting on market perception of how well China holds up economically. But in itself China is more than a one-year wonder, and as investors we have got to get out of...
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