Mobius Investment Trust (MMIT) 136pMarket cap: £163.5 millionWho doesn't like a discount? How about two discounts? Not only are emerging markets trading at a deep discount to US stocks, the Mobius Investment Trust (MMIT) is trading at a 7.5% discount to its NAV (net asset value).Managed by co-founder Carlos Hardenberg and the team at Mobius Capital Partners the Mobius Investment Trust specialises

Back in the summer of 2021, we suggested the Chinese government?s clampdown on technology companies and its deeper involvement in the private sector ? which it accused of having been ?hijacked by capital? ? risked causing an exodus of foreign investment. We also put forward a list of Asia-Pacific investment companies with low exposure to China, so investors could reduce their risk but still keep t

A big question facing growth-oriented investors is whether the popular investment style can regain its mojo and get back to winning ways in a world of high interest rates.Despite a strong recent rally which has seen the technology heavy Nasdaq Composite rise 14% over the last six months, growth stocks have struggled relative to value over the last three years.The arrival of Pfizer?s (PFE:NYSE) Cov

The long-term case for emerging markets is easy to grasp - less mature economies with more youthful demographics have scope for greater economic growth as they develop.There are also short-term tailwinds thanks to the dollar weakening (a key factor as many countries in the developing world have their debt denominated in dollars) and the Chinese economy fully reopening after Covid.WHY YOU MIGHT WAN

China's abrupt Covid U-turn has created the best opportunity in years for Asia and emerging market equities to outperform developed markets on a sustainable basis. It is likely to be one of the select few major economies where growth could accelerate in 2023 as China, where equity market valuations remain undemanding, enjoys a reopening recovery like much of the rest of the world witnessed in 2022

It's been a tricky 2022 for global stock markets and that's made life hard for ordinary and professional investors alike. In this feature several leading fund managers explain what worked out for them over the course of the year and what went wrong.James Harries - Securities Trust of Scotland (STS)What worked?At Troy (Securities Trust of Scotland's investment manager) we seek companies that genera

As 2022 draws to a close amid continuing market volatility Shares has canvassed leading fund managers to find out where they have been finding the best opportunities.Jamie Ross - Henderson Eurotrust (Hne)LOOKING OUT FOR BOMBED-OUT GROWTH STOCKSWe have spent the last 12 months trying to find opportunities within the growthier area of the market - our favoured part of the market and the part of the

Under Donald Trump, geopolitics was focused on US-China trade ties and pacifying North Korea and Russia.President Biden is a different animal. He has the reputation of being less interventionist as the withdrawal of troops from Afghanistan demonstrated.The subtle change to soft power and more diplomacy may have been a contributory factor in the timing of Putin's move on Ukraine.The invasion of Ukr

In the end 2021 proved a rewarding year for stock markets as vaccines were rolled out and economies began to recover from the worst ravages of the pandemic. In the early part of the year, growth was shunned for value before bouncing back into fashion as the year progressed.On the whole, this was a volatile period, with investors contending with concerns over inflation and the rising interest rates

In 2021, as we move into the recovery phase of the coronavirus crisis, emerging markets are rebounding sharply. In this article we explore why you should consider investing in this space and the case for looking at some of the less well-explored options alongside the dominant Chinese market.2020 proved a very up and down year for emerging markets (EM), which plunged to record lows in March amid th

Global markets and investors have been held captive by the Covid-19 pandemic in recent months, and rightly so. But as the global conversation gradually moves on from saving lives to savings jobs and shoring up economies, climate change remains the elephant in the room.In April the UK economy shrank by 20.4%, an unwanted record decline that shows the severity of the current challenge to our economy

Emerging markets (EM) investing is far from risk-free, yet investors who shun this exciting asset class are missing out on some of the fastest growing opportunities in the globe today.Indeed, EM countries are becoming the long-term winners in the current economic climate, a volatile backdrop that includes Brexit, trade wars and the early signs of global economic slowdown.So posits a new study - Th

Recent years have encouraged the cult of the 'star' investment manager, usually built on the long-term investment records of high-profile stock pickers. Yet in the wake of the Neil Woodford fund suspension, the very notion of the star fund manager is being called into question, especially when it comes to revered money managers going it alone.Having their own name above the door can feed already h

Ethical investing is not a fad. It is becoming increasingly mainstream with figures from the Global Sustainable Investment Alliance showing global sustainable investment topped $30trn in 2018.Given that regulatory and political pressure is helping to push the environmental agenda, anger is growing over the gap between executive pay and that of ordinary workers, and shareholders continue to count t

Ethical investing is not a fad. It is becoming increasingly mainstream with figures from the Global Sustainable Investment Alliance showing global sustainable investment topped $30trn in 2018.Given that regulatory and political pressure is helping to push the environmental agenda, anger is growing over the gap between executive pay and that of ordinary workers, and shareholders continue to count t

Investors are often told they should wait until a fund has a track record of at least three years before they trust their money to it.This is, it is said, long enough for the manager to prove that their strategy works and that the fund will perform as promised. But a fund needs money to invest in order to produce that track record. It is something of a catch 22 for fund houses and a dilemma for in

Many investment trusts are diversified products, typically with portfolios made up of up to 100 individual companies. A trust which invests in other investment trusts arguably takes this to another level, potentially providing exposure to thousands of underlying investments.You get a professional insight into the prospects and performance of a variety of funds by watching the purchases and divestm

Emerging markets haven't been good to investors in 2018. Their meltdown has reflected a mounting trade war between the world's two biggest economies, America and China, higher US interest rates and a strengthening of the dollar. Compounding the situation have been the currency crises and economic problems that have befallen Turkey and Argentina.However, where there is a problem, there can be an op