Western's EMD specialist talks about his approach to investing in nascent markets
7IM is convinced the upward correlation between gold, equities and fixed income has got to come to an end. How it ends and how to manage portfolios when it does is just one of themes discussed by the group's directors Justin Urquhart Stewart and Tom Sheridan....
Blue-chip stocks listed in the developed world could soon become a strategic part of emerging market portfolios, according to managers.
The manager of the Bankers investment trust has reduced the portfolio's fixed income holdings in the view the outlook for equity returns is superior.