It’s half way through the year and time to take a step back and look at the year so far. Which regions have been the winners and losers? Which now look over/under-valued, including which have the strongest discounts? What has driven markets? What news events have had the biggest impact on each area? Perhaps most importantly, which areas now look like the strongest areas for investment, particularly through investment trusts? Managers from each different region slug it out for the hearts and minds of investors.
David Harris, Invatrust (moderator)
Stephen Macklow-Smith, JP Morgan
Paul Atkinson, Aberdeen Asset Management
James Henderson, Henderson Global Investors
Dhiren Shah, BlackRock