IN THIS ISSUE
16
DIFFERENT
THIS TIME?
DIFFERENT THIS TIME?
Adam Lewis finds out why Japan’s strong performance
this year isn’t just another in a long line of false dawns
P. 16-20
FINDING WINNING
STOCKS IN ASIA
Schroders’ investment trust managers explain how
they filter what really matters when researching local
opportunities in Asia
P. 22-23
POT SHOT
Most people don’t have a clue about how much they
will need in their pension pot to fund their retirement,
writes John Blowers
P. 25-26
CASH IS KING
JP Morgan’s Jeroen Huysinga highlights three
companies that can prosper regardless of what the
wider economy is doing
P. 28
WHAT I BOUGHT LAST
IF I COULD
TURN BACK TIME…
Anthony Luzio asks a selection of fund managers what
advice they would offer their younger selves
P. 2-3
MAKING SENSE OF IT ALL
Cherry Reynard finds out what the experts have made
of the past year and whether the reality met their
expectations
P. 4-5
THE WAY OF THE FUTURE
Phil Scott looks at the prospects for every major sector
and region in the year ahead
P. 6-8
IN FOCUS
Schroder Recovery, Bankers Investment Trust and
F&C MM Navigator Distribution find themselves under
the spotlight this month
P. 10-13
LIGHT ASSETS
Baillie Gifford’s James Anderson explains why a
company’s assets don’t necessarily provide a realistic
indication of its value
P. 14-15
Unicorn Mastertrust’s Peter Walls explains why he has
bought the BlackRock World Mining IT
P. 29
4
MAKING SENSE
OF IT ALL