The ongoing bifurcation of the US and Asia caused by President Donald Trump's trade war threats will be a positive for emerging markets (EMs) and in particular Asia, according to Polar Capital's Jorry Nøddekær.
Nøddekær joined Polar Capital in June from Nordea and leads the firm's five-strong emerging markets team, which manages the EM Stars, China Mercury and China Stars funds and will run the soon-to-be-launched...
Equity fund targeting 3% outperformance
Caught between the growth potential of emerging economies and US tech, and the relative comfort of the UK domestic market, European equities are often overlooked by UK investors.
When it comes to the Japanese market currently, cash is in abundance, valuation metrics are not stretched and corporates have the capacity to increase returns to shareholders.
Expect an average TSR of 5.6% over the next three years
Annual letter to investors