Tough times helped many commodities traders become lean and mean through consolidation, mergers and cost cutting. All that excess supply has been sopped up.
The final 5 investments are selected from themes that we believe will benefit from some underlying trend or catalyst.
Our past stock selection has included:
| COMPANY | SECTOR | RATIONALE |
|---|---|---|
| Chesnara | Life Insurance | High yielding, low-risk company yielding >5% |
| General Accident 8 7/8% | Preference Shares | Cumulative-preference shares yielding >5% |
| JPMorgan Emerging Markets Income | Equity Investment Instruments | Higher GDP growth vs. developed markets |
| LVMH | Personal Goods | Exposed to high-growth emerging markets |
| Polar Capital Technology Trust | Equity Investment Instruments | Provides exposure to a portfolio of global tech |
These investments are generally bought for the medium term.