JPM's Baker plays agriculture theme

Manager of JPM European Dynamic also bullish on renewables and emerging markets

Agricultural commodities, renewable energy and emerging markets are all key themes set to benefit the JPMorgan European Dynamic fund, according to the manager. Speaking at last week's Investment Week Winter Markets Forum, manager John Baker remains positive on these key areas in current market turmoil. He pointed to agricultural commodities as a beneficial area with Chinese foodstuffs and US biofuels as two factors pushing up food prices. He is finding value in stocks that benefit from this trend, including Fiat, which makes agricultural machinery. Elsewhere, Baker is also positive ...