2013 Review: Investment Trusts

Abenomics, quantitative easing and asset allocation: Morningstar analyst Jackie Beard reviews this year - and debates which investment trusts will prosper in 2014

Jackie Beard, FCSI 12 December, 2013 | 10:14AM
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Yesterday I was joined on a webinar by Jeremy Tigue of F&C and Justin Urquhart Stewart of 7IM, to discuss the year in investment trusts, but also the year in markets and their views looking forward into 2014.

We covered more ground than I thought possible in just a 30-minute slot. We debated Japan and whether the third arrow of Abenomics is really going to deliver (listen to the recording to discover how this is linked to Royal Mail in the UK…). We also discussed Europe and the surprises it has brought this year—or rather, the lack of disappointment has been a surprise. When we surveyed the listening audience on their most favoured region, with the best investment opportunities for next year, we were all a little surprised at the overwhelming majority voting for pan-Europe.

For both gentlemen, the one thing 2013 will be remembered for, in their view, is Bernanke’s comments on May 22 and the reaction these prompted, as well as the widespread ripples that reached beyond the US and into emerging markets and currencies.

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About Author

Jackie Beard, FCSI

Jackie Beard, FCSI  is Director of Manager Research Services, Morningstar EMEA

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