Issue 83 / April 2022
Stand back !
Anthony Luzio finds out which investments you shouldn ’ t touch with a bargepole P . 6-17
The power of people
Scottish Mortgage deputy fund manager Lawrence Burns explains how access to the brightest minds allows him to invest in the leading companies of the future P . 18-23
The case for the defence
Pádraig Floyd asks if Russia ’ s invasion of Ukraine will lead to a reappraisal of defence stocks in ESG funds P . 24-30
A second wind
Many stocks once written off as uninvestable ended up delivering solid returns to investors with nerves of steel . Craig Rickman asks three fund managers for examples P . 32-38
Fund , pension , trust
Jupiter Gold & Silver , Mercantile Investment Trust and JPMorgan Emerging Markets find themselves under the spotlight this month P . 40-45
Coming home to roost
With many of emerging market investors ’ worst fears realised over the past year , has this made the sector cheap , or should it be off limits from now on ? Adam Lewis finds out P . 46-53
Look after the pennies
It is possible to save £ 250k in charges on your portfolio over 20 years , writes John Blowers , and it may be easier than you think P . 54-61
An ace up their sleeve
Adrian Frost of the Artemis Income fund names three stocks with one or more overlooked assets that position them for a changing world P . 62-63
What I bought last
Sanlam ’ s Barry Cowen says GQG Partners US Equity ’ s pragmatic approach to markets adds a degree of defensiveness to his portfolio P . 64-65