What do wind farms, waste management and US President Donald Trump have in common? They’re all having an impact on the performance of specialist investment trust Impax Environmental Markets (IEM). Despite Mr Trump's green energy scepticism some of his policies are actually giving the trust a boost. And it turns out the best contributor to recent returns has nothing to do with the environment at all. Personal finance writer Emma Agyemang finds out more.
OTHER STORIES IN THIS ISSUE
Income investors are having a tough time but one new fund might have the answer. Jupiter's new emerging and frontier markets trust has a target yield of 4 per cent and a small-cap flavour. Could this new launch really be less volatile than a broad emerging markets fund and how does fund manager Ross Teverson plan to deliver such high income?
Meanwhile mobile payments and biometric scanning systems are the order of the day for Asian equity fund manager Ewan Markson-Brown, manager of the Baillie Gifford Pacific Fund (GB0006063233). He is sprinting to keep pace with technological change and lifts the lid on the companies he backs to survive in this new age.
Our tip this week is a developed market fund that has stormed the global equity rankings. And this market still contains some of the world's cheapest stocks. Invest in this contrarian play for access to one of the best kept secrets of equity investing - well worth a look for investors prepared to take the long view.
In our latest podcast Monica Tepes, director of investment companies research at Cantor Fitzgerald, joins the personal finance team to explain how investment trusts focused on alternative assets can generate a high income.
We also set out the asset allocation models and funds you should be using in a Lifetime Isa, and explain how a new tax allowance could help to cut inheritance tax bills.
Our podcast is now available across five different distribution channels to allow you to access it in the most convenient way. Find us on Soundcloud, Acast, Audioboom, Stitcher and iTunes.
This week's Portfolio Clinic features one reader considering going it alone. Our experts debate whether she should ditch her advisers in favour of a DIY portfolio or stick to the investments suggested to her.
Do you have a personal finance problem? Or want to know more about something in this week's personal finance pages? If so let us know by getting in touch with leonora.walters@ft.com, kate.beioley@ft.com or emma.agyemang@ft.com.
