‘Expectations for the UK are getting ahead of themselves'

‘Expectations for the UK are getting ahead of themselves’

Turcan Connell Asset Management's Haig Bathgate tells Laura Dew why Latin America is his top emerging market, and how a contrarian call on Europe could offer a big boost to his portfolios.

 What is the biggest issue facing investors at the moment? We are concerned about geopolitical issues, as well as the potential for US growth to falter, and the country to fall back into a recession, although there is a very low probability of that happening. We are also keeping a close eye on the situation in China. We have no direct exposure to China, but the situation would also affects emerging markets, which is an area to which we do have exposure. You are favourable on Latin America, what is your reason for that? The region is a small component of the emerging market unive...