FINANCIAL TIMES – TRUMP CHEERLEADING BOOSTS INVESTMENT IN RUSSIA

Just weeks before Donald Trump was sworn in as US president, the billionaire Republican posted a series of comments on Twitter about Russia.Lukas Schmitz, portfolio manager of the Emerging European fund at SW Mitchell Capital, who increased his allocation to Russia to 42 per cent, up from 24 per cent in 2015, says he expects Russian stocks to continue to do well this year.

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THE TELEGRAPH – 5 STOCKS TO PROFIT AS INTEREST RATES RISE

The arrival of Donald Trump in the White House has brought expectations of a boost to the american economy and an increase in interest rates across the globe. any rise from the rock-bottom Bank Rate of recent history will benefit many British companies.Llyds has been touted as the biggest beneficiary of interest rate rises by many fund managers. The share price now hovers around 66p but Stuart said he thought the bank was worth around 100p a share.

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FINANCIAL NEWS – ACTIVE EQUITY OUTFLOWS TO REACH €100BN IN EUROPE

2016 could see European equity funds have their worst year of outflows since the 2008 global financial crisis. However, despite investor sentiment being impacted by the EU referendum vote and market volatility increasing due to political uncertainty across the continent, Stuart Mitchell believes unloved Europe offers a number of compelling opportunities for investors.

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INVESTMENT EUROPE – WHY WE ARE BUILDING CONTRARIAN POSITIONS IN UNLOVED TURKEY

I recently attended a conference in Istanbul, to try and get a better sense of the current political and economic situation in Turkey. Remember, it has only been a few months from the attempted coup. My first, and most obvious, observation was that I was the only non-Turkish investor in attendance – with the usual others having either cancelled or never expressed any interest in the first place.

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