Trustnet Magazine Issue 10 September 2015 | Page 2
EDITOR’S LETTER
magazine
Issue 10/ October 2015
IN THIS ISSUE
GETTING THE GROWTH HABIT
James Budden says that not all growth is the same.
Monks Investment Trust distinguishes between four
different types
P. 14-15
A new
nightmare
It’ll never
happen…
Ever get the feeling
you’ve been here before?
The biggest black swan
events in history
Emergency
markets
A falling knife or a
buying opportunity?
ISSUE 10
CREDITS
TRUSTNET MAGAZINE (FORMERLY
INVESTAZINE) IS PUBLISHED BY
THE TEAM BEHIND FE TRUSTNET IN
SOHO, LONDON.
WEBSITE: WWW.TRUSTNETDIRECT.COM
EMAIL: [email protected]
CONTACTS:
General
Josh Ausden
Head of publishing content
T: 0207 534 7661
Anthony Luzio
Editor
T: 0207 534 7652
Art direction & design
Javier Otero
W: www.feedingcrows.co.uk
Editorial
Gary Jackson
Editor (FE Trustnet)
T: 0207 534 7680
Alex Paget
News editor
T: 0207 534 7697
Daniel Lanyon
Reporter
T: 0207 534 7640
Lauren Mason
Reporter
T: 0207 534 7625
Sales
Richard Fletcher
Head of publishing sales
T: 0207 534 7662
Richard Casemore
Account manager
T: 0207 534 7669
Jack Elia
Account manager
T: 0207 534 7698
Photos supplied by Thinkstock and
Photoshot
Cover Illustration: Javier Otero
EMERGENCY MARKETS
N
ow the post-election euphoria
has died down and Ed Miliband
has settled into his role of prime
minister, world leaders have turned to
the “Edstone”, now installed in Downing
Street’s rose garden, for clues as to what
direction the coalition government of
Labour, the Lib Dems and the Scottish National Party will
take the UK in over the next five years.
Sound ridiculous? It was just over four months ago that
the opinion polls were predicting this exact scenario,
so while most fund managers believe a referendum on
Britain’s membership of the EU is unlikely to result in a
“Brexit”, if this year has taught us anything it is that you
shouldn’t take anything for granted. In this month’s cover
story, Phil Scott looks at what is likely to happen if the
British public votes to unravel four decades of integration
with Europe.
The big story of the summer has been the crash in China
and its effect on other markets across the globe. I take a
look at some of the comparisons made between the events
of 24 August and the Asian debt crisis of the late 1990s
to see if they stand up to scrutiny, while Cherry Reynard
examines the meaning of the term “black swan event” and
analyses some of the most notable examples from history.
Meanwhile, Adam Lewis takes a timely look at emerging
markets and asks the experts whether the recent hit they
have taken should be taken as a buying signal or a sign it is
time to – like a post-election Ed Miliband – cut your losses
and run.
Adam Lewis takes a timely look at a sector that has
crowned a woeful couple of years with an all-out crash
P. 16-20
MID-CAP EQUITY FOCUS
Following five years of outperformance from mid-cap
equities, Schroders asks if this less-researched area
of the market has more to offer investors
P. 22-23
OPENING THE TRANSFER
WINDOW
Head of Trustnet Direct John Blowers looks at why it
takes so long to transfer investments between platforms
– and why the process is finally beginning to speed up
P. 25-26
TAKING A PUNT
8
A NEW
NIGHTMARE
Aviva’s Chris Murphy reveals his picks for the Rugby
World Cup and what their equivalents would be in the
UK stock market
P. 28
WHAT I BOUGHT LAST
IT’LL NEVER HAPPEN…
Cherry Reynard looks at some of the biggest black
swan events in history
P. 2-3
Gary Potter, co-head of multi-manager at F&C
Investments, explains why he is backing Majedie US
Equity
P. 29
NEXT EXIT?
Enjoy reading.
Anthony Luzio
Editor
Trustnet Magazine
Phil Scott considers the implications for investors
if a referendum on Britain’s membership of the EU
produces an unexpected result
P. 4-7
A NEW NIGHTMARE
Comparisons between the Asian debt crisis of the late
1990s and the recent market crash in China may be
wide of the mark, writes Anthony Luzio
P. 8-9
In association with:
IN FOCUS
Schroder UK Dynamic Smaller Companies, Aberdeen
New Dawn Investment Trust and Jupiter Merlin
Income find themselves under the spotlight this month
P. 10-13
16
EMERGENCY
MARKETS