Emerging Markets

James Hart, investment director for Witan Investment Services, has identified Asian areas of interest where the £1.7bn Witan and £194m Witan Pacific investment trusts have recently increased their exposure including Korea, Singapore and Japan.

Concerns about delays to promised tax cuts

New lead managers named on funds

Since the turn of the year, Asian and emerging market (EM) equities in general have performed strongly and remain above the highs reached in Q4 of last year. Investors appear to have become more optimistic about the growth prospects for EM equities, but...

Long-biased long/short EM equities strategy

AUM steadily rising

'Perception differs from reality'

China remains most important issue

Aberdeen also investing £10m in trust

Emerging markets are well placed to benefit from an uptick in global growth, particularly those that are commodity exporters. Yields are good and valuations do not look excessive in light of the improved outlook.