Rosie Murray-West, Mail on Sunday, 4 May 2025:
INVESTORS have been on a hair-raising rollercoaster ride thanks to US President Donald Trump’s tariff wars and strains on the economy at home..
The ride is certainly not over yet..
But it can’t last for ever. At some point there will be enough clarity for markets to strengthen and confidence to return..
BLACKOUTS in Spain and Portugal, alongside former prime minister Tony Blair’s recent comments that Net Zero plans were ‘doomed to fail’, might have dimmed the brightness of renewable energy investment, but professional investors reckon there’s still value to find here.
Matthew Read, senior analyst at research group QuotedData, says the majority of investment trusts in the sector are heavily discounted – most of them unjustifiably..
‘They are well-managed, offer very reliable income streams with strong inflation linkage and have discounts that are overdone, so there is value to be had,’ he says..
Funds and investments to look into include Vietnam Holding Limited, a pick for QuotedData where its experts say the country ‘still offers one of the most compelling stories across emerging markets’..
Investment Trust fans could turn to Baillie Gifford UK Growth, says Read..
WITH all eyes on the US in recent years, experts are divided on whether we should be shifting our focus to Europe, where valuations are lower and Trump holds less sway.
Read says that since the US market is full of expensive tech stocks, ‘Europe, the UK and Asia are more fertile hunting grounds for investors’..
The two investment trusts which have the highest exposure to European defence firms are the European Opportunities Trust and European Assets Trust.
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