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welcome
to the
investor
centre
W
hile political uncertainty
rose in Ukraine and the
Middle East, stock markets
remained calm during the
quarter.The main US indices
reached record highs, despite
the continued tapering of
quantitative easing, while
the UK was the fastest
growing economy among the
advanced nations. Europe
remained subdued as sanctions
against Russia threatened to
depress already sluggish
growth. In Asia, Japan’s
recovery programme is yet
to achieve growth, while
China has continued to pursue
its own stimulus package to
arrest the pace of its economic
slowdown.The prolonged
bull market has been propped
up by the belief among
investors that policymakers
will continue to support
financial markets. However,
in these conditions, it has
become harder to find
attractively valued investments
in some areas.
in this section
23 Viewpoint
Nigel Ridge, BlackRock
24 Unit Trust Portfolios
26 Fund manager commentaries
38 Final word
The investment team from Majedie
22
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THE INVESTOR
fund manager viewpoint: nigel ridge, blackrock
