One year on from taking over the Templeton Emerging Markets Investment trust (TEMIT), and amid a volatile 2018 for emerging markets, manager Chetan Sehgal said the portfolio and team are almost where he wants to be after a "trial by fire" first year.
Sehgal took over management of the trust on 1 February 2018, in advance of the 31 March 2018 departure of long-serving managers Mark Mobius and Carlos Hardenberg. Since then, the portfolio has outperformed...
Partner Insight: In this environment, a well-resourced credit research team is essential and having traders to keep check on markets is very helpful too, according to Fidelity fixed income managers Sajiv Vaid, Peter Khan and Kris Atkinson
Impact of political turmoil and Brexit
Latest Incisive Works research
In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
How are VCTs and EIS products doing?