Liontrust manager Carolyn Chan examines the investment case for Thailand, which is a significant overweight in the group's Asia Income fund.
"Pretty gloomy" sector outlook
Almost a third of pan-European portfolio in UK
Acquisition of Argonaut European Income businesss nearing completion
The prevailing macroeconomic and thematic backdrop means UK investors are confronted by some difficult choices currently. In this environment, it seems that buying the market is simply not an option.
Adrian Collins becomes non-exec chairman
Commodities entered bull market territory
Specialising in global bonds and EMD
In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to John Husselbee of Liontrust.