Jupiter's Davies: My alternative emerging market plays
Fund exposed to EM consumer growth
Steve Davies, manager of the £1.7bn Jupiter UK Growth fund, has been looking for alternative ways to access the consumer growth story in emerging markets, despite the recent sell-off, by adding to exposure outside the UK.
Davies (pictured) said he is still favouring the emerging markets consumer through his UK positions but has been adding to positions outside of the FTSE to gain exposure to the growing trend. The stocks...
More on UK
Premier's Hudson: Which companies will benefit from the hard-up consumer?
MiFID II liquidity drought deepens as research coverage continues to fall
Mid-cap AIM stocks hardest hit
UK pre-tax profits hit new record of £218bn in Q3
Boosted by oil sector
Charteris' Williams cuts 90% cash position to snap up UK stocks during October falls
Manager anticipates post-Brexit tailwinds
More news
Japan: global growth & record profits
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Schroders and Aviva Investors CEOs warn of 'unintended consequences' from SMCR
Comes in on 9 December 2019
Brexit Blog: May promises to fight for draft deal
Latest news and analysis
GSAM to target UK with $10bn AUM ETF business in 2019
Primarily smart-beta products
Five asset managers achieve Gold Standard Awards 2018
Revealed – successes across all 11 categories