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View the article online at http://citywire.co.uk/wealth-manager/article/a654206

How to play the world in 2013 (using cheap investment trusts)

by Sarah Miloudi on Jan 30, 2013 at 09:40

Pacific Assets could offer exposure to the Asia (ex Japan) theme, which over the 12 months to December grew its share price by 26% and its NAV growth outperformed the MSCI Asia (ex Japan) Index by 25.5% versus 13.1%. Again, the trust's shares trade at a discount to NAV (-8.9), but there is also Aberdeen's New Thai for investors who think it can continue to match last year's double digit gains.  Witan Pacific (-11%), which last year brought respected Asia managers Gavekal and Matthews on board, replacing Nomura, would also offer exposure to Japan.

Here is JP Morgan's full recommendations list:

 

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3 comments so far. Why not have your say?

Luckycontrarian

Jan 30, 2013 at 14:22

"Stock markets are riding high and corporate and economic data have defied expectations, playing straight into the hands of risk asset bulls." Or in the real world, the US economy contracted in Q4 '12 and the 4th largest economy in Europe (Spain) had a shocker (technical term) whilst retail sales continue to fall across the Eurozone. To me it feels exactly the same as 2012, where money was made in the last six months.

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Luckycontrarian

Jan 30, 2013 at 14:48

* following a rather significant cliff dive by equities...

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bob ashby

Jan 31, 2013 at 06:48

Am I missing something? Where is JPM,s full list of recommendations?

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