We believe Emerging Markets fundamentals are at a turning point and offer investors promising equity investment opportunities over the next few years.
The impact of the market volatility experienced since the EU referendum decision is more significant for trustees than preceding periods of market uncertainty for one simple reason: the cashflow needs of defined benefits pension funds have never been greater.
With the US market offering among the best return opportunities despite extended valuations, the importance of stock selection is becoming critical once again.
Investors who committed the entirety of their investment portfolio into 30 year Gilts have enjoyed an unprecedented 35% increase in value from the start of 2016 through to mid-August 2016.
We speak to Peter Rutter, head of global equities at Waverton about the Waverton Global Equity Wealth Creation Fund.
Simon Edelsten, manager of the Artemis Global Select strategy, examines the long-term trends that they have exploited since the fund’s launch five years ago and why he is confident that this investment approach will continue to add value.