Edward Lam is running a significant underweight to China in the expectation the country will move to devalue its currency.
The manager of the £763m Somerset Emerging Markets Dividend Growth fund said he expects the Chinese authorities will eventually take action to weaken the renminbi by buying dollars, which would be good...
Latest news and analysis
Hipgnosis Songs fund held in Sanlam Real Assets fund
Latest edition of the print magazine online
Ongoing charge of just 0.06%
On investments above £2m