Editor ’ s letter
While most investors took fright when Russian troops started massing on the Ukrainian border in January , some bargain hunters saw the pullback in the region as a buying opportunity – and lost most , if not all , of the money they committed to this trade .
In this month ’ s cover feature , I look at the warning signs that tell you to steer clear of an investment . Staying on this theme , Craig Rickman looks at three stocks once deemed uninvestable that subsequently got a second lease of life , while Pádraig Floyd asks if the war in Ukraine will lead ESG funds to reappraise defence stocks .
This month ’ s sector focus falls on emerging markets , where many of investors ’ worst fears have been realised over the past year . Adam Lewis asks if investors should look upon the volatility as a buying opportunity or a warning sign .
In our regular columns , John Blowers finds out how you can save £ 250k in portfolio charges over 20 years , Artemis Income ’ s Adrian Frost names three stocks with an ace up their sleeve , and Sanlam ’ s Barry Cowen reveals which fund ’ s pragmatic approach he is using to add a degree of defensiveness to his portfolio .
Enjoy reading ,
Anthony Luzio Editor , Trustnet Magazine