Mirabaud Asset Management's global equities manager Anu Narula has outlined his three best themes to plug into global growth and the economic recovery.
Narula (pictured) joined the firm in June from AXA IM to run the Mirabaud Equities Global fund. He has since constructed a portfolio heavily weighted to developed markets, with US stocks representing 52% of the portfolio, but said there are still opportunities in emerging regions for careful stock pickers. 1. The emerging market consumer This is, of course, a tried and tested theme among equity investors, but Narula said the key to success here is looking a specific sub-sectors to find the right stocks at the right price. In Asia, he holds gaming stocks in gambling hub Maca...
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