Ravenscroft s Chris Bell selects his H2 fund picks investmentweek.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentweek.co.uk Daily Mail and Mail on Sunday newspapers.
But Brexit is now a reality – not a risk – so that discount could be set to shrink, says Waverton CIO
Despite news from the ONS last week that UK economy fell a 2.9% in January, following growth of 2.1% in December, investors remain confident about the prospects for UK equities in 2021.
Headlines of economic decline always grab attention, with two consecutive drops technically signalling a recession.
But as lockdown measures hit, the 2.9% drop was better than the 4.9% decline economists had feared and the recent roadmap towards a reopening of the economy is providing investors with confidence that the UK can avoid another recession.
Investment Week is hosting its Global Emerging Markets Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain.
During this interactive briefing, we will hear from a number of global emerging market managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond.
The managers will identify where they are seeing the biggest opportunities and risks at the moment in emerging markets and explain the role their strategies could play in client portfolios.
Attendees will also get the chance to network with peers, quiz our speakers, as well as benefit from CPD points