Emerging markets investment trusts are gaining from geopolitical tailwinds as investors reallocate some of their portfolios away from the US.
This is according to the Association of Investment Companies (AIC) which asked a number of emerging markets investment trusts about the current state of the industry against the backdrop of ongoing tense relationships between the US and China and sweeping tariffs imposed on a swathe of EMs. Investors flock to European ETFs as rotation away from the US continues Annabel Brodie-Smith, communications director of the AIC, said: "Despite the tariff turmoil and uncertainty of the Trump presidency, emerging markets are generally having a good year, supported by the trend to rotate out of US...
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