After an "extraordinary" and "unpredictable" year, Psigma Investment Management, part of Punter Southall Wealth, hopes 2021 proves to be a calmer period but warns that even as next year is expected to be better, investors should not assume an "easy" backdrop for financial markets.
Here are the company's top five picks for next year, with themes ranging from emerging market growth to ESG and healthcare. Matthews Asia-ex Japan Dividend Martin Ward, senior investment analyst at Psigma Investment Management, has chosen Matthews Asia-ex Japan Dividend for exposure to emerging market growth. He said: "The fund was a timely new addition to our portfolios in 2020. Matthews' investment philosophy and strategy are very much in-line with our long-term optimism for economic growth and development in the Asia Pacific countries. "One of the long-term themes we have been...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes