We are all emerging investors now, says Sarasin CIO Monson

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by Amy Williams on Sep 03, 2010 at 07:00

For Monson, global large cap equities at their current levels present an ‘absolute bargain’ and with ‘astonishingly conservative' balance sheets he believes investors can expect ‘a wall of dividends’ from these companies.

The only catch is that you have to brave and ‘buy when the market is a little fearful.’

‘Back to the future, modern day classic, whatever you care to call it; we are at a seminal point in the investment cycle’ said Monson.

Monson founded and is senior fund manager on the EquiSar Global Thematic funds and is senior fund manager on the GlobalSar family of balanced funds.

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Ivan Kinsman

Sep 03, 2010 at 12:15

I think Monson is completely correct in buying when the markets are down and overcoming the fear part of the greed/fear equation. I have been waiting for the FTSE to drop below the 5,000 mark but in vain and it now looks like it is on the rise again, despite some recent negative macro economic news.

It seems that a recession will be avoided because the current growth in the emerging markets is compensative for the anemic growth states side. Europe is currently well-positioned to take advantage of both markets and European corporates are producing some positive figures currently.

I personally will be looking to invest in both an emerging markets and European fund when the price is right. Alex Darwall's Jupiter Fund looks promising and maybe I will go for the Templeton Emerging Markets Fund or SWIP Latin America.

However, most fund managers in their recent statements have indicated that there are still a certain amount of choppy waters ahead - perhaps until the end of the year. However, braver investors will be jumping in in Q4 to take advantage of relatively cheap fund prices.

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