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33. Emerging markets, weather forecasts and getting defensive

EPISODE · Nov 21, 2019 · 7 MIN

33. Emerging markets, weather forecasts and getting defensive

from FundCalibre - Investing on the go · host FundCalibre

In the second of three podcasts recorded at FundCalibre’s annual investment trust dinner, Bruce Stout, manager of Murray International investment trust tells us why he prefers the shares and bonds of emerging market companies and governments today, explains why he thinks financial forecasters are just there to make weather forecasters look good and discusses the times he’s put more money into bonds to help protect the portfolio from falling equity markets.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

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33. Emerging markets, weather forecasts and getting defensive

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