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Investment companies reveal growth tips for economic downturn

Investment company managers believe the energy, online retail, tobacco and infrastructure sectors are best positioned to weather an economic slowdown, according to an AIC report.

The report, published today, collates investment company managers’ views on the UK’s economic outlook and pinpoints specific sectors and companies which could outperform the market in a downturn.

ING UK Real Estate Income Trust manager Michael Morris believes property could provide good returns despite the recent furore over falling house prices.

He says: “The majority of UK leases have an ‘upwards only rent review clause’, which means that unless you see tenant default, for the duration of a lease investors are protected from falling rents even in a market downturn.”

Morris is also bullish on healthcare and infrastructure, sectors which are driven by factors other than the economy and “should hold up well during a period of weak growth.”

The Association of Investment Companies communications director Annabel Brodie-Smith says: “The defensive sectors should do relatively well during a slowdown but there will also be opportunities for other companies to benefit through perhaps buying cheaper assets, winning new customers or advising those who are experiencing difficulties.”


Mixed messages

Pundits continue to put out confusing messages about the state of the market and the outlook for the future.

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Graeme Robb, Technical Manager at Prudential looks at the key duties and responsibilities of a trustee.  This article will consider the following: Duties to be performed on appointment Investment duties Protecting the interests of beneficiaries Keeping accounts and records Distributing property to beneficiaries Duties to be performed on appointment Obtain a copy of the trust […]


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