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Europe probably has enough gas in storage to get through the winter, despite the current cold spell.
The economy has benefitted from an increase in exports, notably from commodity products which has helped improve the government’s fiscal position.
Rob Brewis, one of the lead fund managers on the Aubrey Global Emerging Markets Fund, is finding more opportunities for retail and institutional investors in companies in India (which now accounts for 42% of the portfolio), Thailand, Indonesia, Vietnam, Korea and Taiwan.
We talked about her background as an opera singer, how she started working in the asset management industry by chance, and the lack of female representation in the industry.
At Aubrey we ended the year nearly three percentage points ahead of the benchmark, even though we did not invest in ‘reflation’ sectors.
The STAR provides more scope and flexibility for companies to list compared with pre-existing markets whilst demanding stricter disclosure agreements to ensure that the quality of the involved companies remains high.
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