- The different economic trajectory of many emerging market economies makes them an interesting place for equity income investing right now, says Jacob de Tusch-Lec, manager of the Artemis Global Income fund.
- He also finds emerging markets to be interesting right now. This is on the basis that many of those economies raised interest rates last year, and so are “ahead of the curve”, relative to Europe.De Tusch-Lec said another factor is that if emerging market economies slow down, policymakers there can cut rates to stimulate growth, and this is not currently an option in the US and Europe.
- “We have made good money in Brazil exactly because alot of the return has been currency. And as a global investor, you need to think about currency.” READ MORE
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