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CF Miton chief says look to the East

Strong long-term opportunities can be found by investors looking East, says CF Miton global portfolio fund manager Sam Liddle.

Liddle says emerging markets are slowing but remain fundamentally resilient in the global economic slowdown.

He says: “Whatever the problems of the UK economy, and quite possibly its stock-market, there is no suggestion yet that Asian and many other emerging economies are heading for recession and investment opportunities will abound across the world.”

With the spotlight on China, Liddle says that financial mar kets risk overlooking the catch-up potential of economies such as India, Indonesia and Brazil.

He says: “These huge countries have the people and resources to emerge as strongly as China. For example, almost half India’s of population is below 20 years of age.”

Liddle says emerging economies are much better able to cope with a slowdown and are likely to rebound strongly.


OBSR suspends ratings on Lazard funds

Old Broad Street Research has suspended the ratings of the Lazard UK alpha and Lazard UK omega funds following the retirement of Lazard MD and head of UK equities Tony Willis.

Disappointment at lack of distinction

Whitechurch network managing director Ian McIver says the QCA level four benchmark set for all investment advisers regardless of whether they fall under independent or sales advice is disappointing. He says: “If they are saying that the starting point for both those circles is the same, then that is disappointing because what ‘independent’ needs is something to distinguish itself.”


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