Research
Please note that this research may have been paid for by the investment company. Any opinions and ratings are not endorsed by the AIC.
Kepler Trust Intelligence
23 August 2024
FEML’s go-anywhere mandate and ability to short companies differentiate it from peers in the sector.
Related articles
“Under-owned, underestimated and undervalued”: but could 2024 be the year emerging markets come good?
Related videos
Fidelity Emerging Markets update, with Chair Heather Manners
Fidelity Emerging Markets update, with Chair Heather Manners
Related Industry News
Kepler: Trusts will see off the active ETF threat
The unique features of investment trusts will give them an edge over actively managed exchange-traded funds (ETFs), says Kepler Partners analyst Josef Licsauer.
Fidelity Emerging turns positive on China after big stimulus package
Chris Tennant and Nick Price, managers of Fidelity Emerging Markets, lift China exposure to a quarter of their portfolio, reducing some short positions in the country’s stocks.
Capital Gearing manager lifts stakes in ‘interesting’ Mobius and BlackRock Energy & Resources
CG Asset Management increases its positions in trusts investing in emerging markets smaller companies and on both sides of the energy transition.
James Carthew: A Trump win wont hold back emerging markets
A Trump win is likely to be unhelpful for emerging markets, but countries, businesses and managers will navigate the inevitable gyrations in sentiment as they always do.
Investment company news brought to you by Citywire Financial Publishers Limited
and QuotedData by Marten & Co.
Data provided by Morningstar.
Company documents provided by FE fundinfo.