Trustnet Magazine 77 October 2021 | Page 4

Issue 77 / October 2021

The five-minute warning
Anthony Luzio works out your best course of action when the market crashes P . 6-17
Disrupting disease with artificial intelligence
Scottish Mortgage Investment Trust ’ s Tom Slater examines the tech that could speed up breakthroughs against cancer , heart failure and Alzheimer ’ s P . 18-23
Bottom dollar
Danielle Levy asks if it is ever a bad idea to invest after a market crash P . 24-33
The new black ( swan )
Sam Shaw attempts to find out what obscure threats could cause havoc on a similar scale to the coronavirus P . 34-40
Fund , pension , trust
Comgest Growth World , Schiehallion Fund and Henderson Smaller Companies IT find themselves under the spotlight this month P . 42-47
Game over ?
Adam Lewis asks if China ’ s tech crackdown has made emerging markets uninvestable , or simply opened a buying opportunity in the sector P . 48-57
Heartbreaker
It took a major health scare for John Blowers to realise the importance of building a margin of safety into his retirement plan P . 58-65
New tricks
Temple Bar IT ’ s Ian Lance and Nick Purves name three “ dog ” stocks whose turnaround in fortunes is being overlooked by the market P . 66-67
What I bought last
Liontrust ’ s John Husselbee explains why he is a fan of convertible bonds and reveals which fund he is using to extract value from the asset class P . 68-69