Daniel Lanyon names the industries being disrupted you should forget about investing in – and the lessons from their decline you need to remember . Meanwhile , in this month ’ s sector focus , Adam Lewis asks if the coronavirus pandemic could mark a turning point in the longterm performance of IA Global Emerging Markets . In our regular columns , John Blowers rates the ESG offerings of the major investment platforms , VT Downing Unique Opportunities ’ Rosemary Banyard names three stocks whose patents have created an “ economic moat ” and Quilter Cheviot ’ s Nick Wood reveals why he thinks BlackRock UK Equity is “ a gem hiding in plain sight ”. Enjoy reading ,
Anthony Luzio Editor
Decline & fall
Daniel Lanyon names the industries being disrupted you should forget about investing in – and the lessons from their decline you need to remember
P . 30-37
Fund , pension , trust
Matthews Japan , TM Cerno Pacific and Pacific Horizon find themselves under the spotlight this month
P . 38-43
Emerging from the shadows
The IA Global Emerging Markets sector has struggled over the past decade , but could the coronavirus pandemic act as a turning point ? Adam Lewis finds out
P . 44-51
In good companies
John Blowers investigates which platforms offer the best package for ESG investing
P . 52-59
The English patents
VT Downing Unique Opportunities ’ Rosemary Banyard names three stocks whose intellectual property has created an “ economic moat ”
P . 60-61
What I bought last
Quilter Cheviot ’ s Nick Wood describes BlackRock UK Equity as “ a gem hiding in plain sight ”
P . 62-63
22