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M
ost financial markets
finished last year on
a positive note as economic
indicators in both the US
and the UK suggested that
the recovery is gathering
pace.While Europe remains
rather weaker, and interest
rates there were cut to a
record low of 0.25% during
the final quarter, its stock
markets largely shrugged
this off on hopes that the
euro crisis is effectively over.
Japanese equities continued
to perform well as prime
minister Shinzo Abe’s recovery
programme bore fruit in the
form of a weaker yen and
signs that the crippling
deflation is ending. In China,
growth appears to have
stabilised at around 7%, easing
fears of a sharper slowdown.
For 2014, the key question is
how stock markets will react
as the US Federal Reserve
continues to taper its massive
quantitative easing programme
of market support.
in this section
22 Viewpoint
Chris Bartram, Orchard Street
Investment Management
24 Unit trust Portfolios
26 Fund manager commentaries
38 Q&A
Hugh Young, Aberdeen Asset Management Asia
The key is to deliver
the right product into
the right location at
the right price
fund manager viewpoint: chris bartram, orchard street investment management
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THE INVESTOR
