Some of the world’s best new disruptive companies come from emerging markets today and nobody knows that better than Carlos Hardenberg, manager of Templeton Emerging Markets (TEM). He tells deputy personal finance editor Kate Beioley how tech has turned his trust around.
OTHER STORIES IN THIS ISSUE
Good news for Baillie Gifford investors this week, as the fund house prepares to cut management fees on a number of its funds including top performing Baillie Gifford Japanese (GB0006011133). It follows hot on the heels of Baillie Gifford’s decision to introduce tiered fees for other successful funds earlier in the year.
Gold glittered in August’s markets. Investors flocked to the perceived safe assets amid escalating tensions surrounding North Korea’s nuclear ambitions. August is supposed to be a sleepy month for markets but this one was more surreal – by the end of the month safe haven assets had performed well but so had emerging markets and Asia stocks.
This week’s tip is a rare opportunity to buy this high yielding portfolio of lower risk assets at a narrow premium. Get in while you can for uncorrelated returns, inflation-linked income and capital growth – its share price certainly won’t stay this low forever.
This week’s Portfolio Clinic features a reader with a large chunk of cash. He wants to know how to invest it but remain conservative. Our panel says there are plenty of ways that he could re-balance his portfolio and remain further down the risk scale.
In our latest podcast we look at how to take home scorching income from solar parks and the pros and cons of paying your child’s university fees. 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.
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.
