{"id":134216,"date":"2020-12-15T21:28:00","date_gmt":"2020-12-15T18:28:00","guid":{"rendered":"https:\/\/en.buradabiliyorum.com\/these-3-regions-hold-the-best-bets-for-2021-say-top-fund-managers\/"},"modified":"2020-12-15T21:28:00","modified_gmt":"2020-12-15T18:28:00","slug":"these-3-regions-hold-the-best-bets-for-2021-say-top-fund-managers","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/these-3-regions-hold-the-best-bets-for-2021-say-top-fund-managers\/","title":{"rendered":"#\n  These 3 regions hold the best bets for 2021, say top fund managers"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6a3f8d6c38bd5\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6a3f8d6c38bd5\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/these-3-regions-hold-the-best-bets-for-2021-say-top-fund-managers\/#Investment_company_managers_are_bullish_about_the_prospects_for_global_stock_markets_with_67_believing_they_will_rise_in_2021\" >Investment company managers are bullish about the prospects for global stock markets, with 67% believing they will rise in 2021<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/buradabiliyorum.com\/en\/these-3-regions-hold-the-best-bets-for-2021-say-top-fund-managers\/#Lina_Saigol\" >Lina Saigol<\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<p>&#8220;<strong>#<br \/>\n  These 3 regions hold the best bets for 2021, say top fund managers<br \/>\n<\/strong>&#8221;<\/p>\n<h2 class=\"article__subhead\" itemprop=\"alternativeHeadline\"><span class=\"ez-toc-section\" id=\"Investment_company_managers_are_bullish_about_the_prospects_for_global_stock_markets_with_67_believing_they_will_rise_in_2021\"><\/span>\n  Investment company managers are bullish about the prospects for global stock markets, with 67% believing they will rise in 2021<br \/>\n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><\/p>\n<div class=\"column column--full article__content\">\n<div id=\"js-article__body\" class=\"article__body article-wrap at16-col16 barrons-article-wrap\" itemprop=\"articleBody\" data-sbid=\"WP-MKTW-0000100480\">\n<div class=\"barrons-article-ad-wrapper\">\n<div data-track=\"barrons-article-ad-wrap\" class=\"barrons-article-ad sticky_item\">\n<div class=\"barrons-main-article-ad-target sticky_target body_ad\" aria-hidden=\"true\"><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<p>       Emerging markets, the U.S. and the U.K are most likely to reward investors next year, according to top fund managers polled by trade body the Association of Investment Companies.\u00a0<\/p>\n<p> Although many developing economies have been hit hard by the COVID-19 pandemic, 24% of managers polled by the AIC tipped emerging markets as the best bet for 2021, while 19% were positive about the U.K., and 19% about the U.S.<\/p>\n<div class=\"paywall\">\n       On a five-year view,\u00a0emerging markets and Asia Pacific, excluding Japan, were seen as the most attractive opportunities, each receiving 19% of the votes, with the U.K. and U.S. tied in second place with 14% of responses each, the poll found.<\/p>\n<p>\u201cOver the coming years, we expect further significant positive economic development in particularly Asia and Latin America, as well as Africa,\u201d said Carlos von Hardenberg, manager of the Mobius Investment Trust<br \/>\n        MMIT,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/208336010\/delayed\" class=\"negative\">-0.73%<\/bg-quote><span>.<\/span>\n      <\/p>\n<p>\u201cWe believe that a rotation back into emerging markets will lead to a normalization of the large discount emerging markets are trading at today, and solid corporate earnings will be accompanied by improved macroeconomic tailwinds,\u201d he added.<\/p>\n<p><strong>Read:<\/strong> Emerging markets poised to be next beneficiary of pandemic bull market<\/p>\n<p>The poll was carried out with AIC member investment company managers between Nov. 9 and Nov. 30, 2020.   <\/p>\n<p>Emily Fletcher, co-manager of BlackRock Frontiers<br \/>\n        BRFI,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/201785032\/delayed\" class=\"positive\">+1.92%<\/bg-quote><span>,<\/span><br \/>\n       said that developing economies were expected to emerge from the crisis without the excessive debt burden of many Western economies, and at the same time displaying higher growth levels. \u201cAlthough hit hard by the global lockdowns, frontier economies have displayed a remarkable resilience, helped by the flexibility of their labor forces.\u201d <\/p>\n<p>Health-care equipment and services is the favored equity market sector for next year, while companies in the <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/trip-and-travel\/\" data-internallinksmanager029f6b8e52c=\"10\" title=\"Trip &amp; Travel\" target=\"_blank\" rel=\"noopener\">travel<\/a> and leisure sector \u2014 one of the hardest hit by the pandemic \u2014 is expected to recover strongly over the next five years from a \u201ccatastrophic\u201d 2020.<\/p>\n<p><strong>Read: <\/strong>Future Returns: Investing in Travel and Entertainment <\/p>\n<div id=\"cx-membership-tile\"><\/div>\n<p> \u201cNear-term, banks and the travel and leisure sectors are likely to bounce strongly as investors make a rational analysis of their prospects rather than extrapolating the awful short-term trends from 2020,\u201d said Andrew Bell, chief executive of investment trust Witan<br \/>\n        WTAN,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/208775255\/delayed\" class=\"negative\">-1.16%<\/bg-quote><span>.<\/span>\n      <\/p>\n<p>The threat of the COVID-19 pandemic receding as vaccines are set to be rolled out across the globe was the greatest cause for optimism by managers next year, gaining 38% of the votes. Managers are also positive about <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" data-internallinksmanager029f6b8e52c=\"4\" title=\"Technology\" target=\"_blank\" rel=\"noopener\">technology<\/a> driving economic growth.<\/p>\n<p><strong>Read:<\/strong> Is upbeat COVID-vaccine <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/news\/\" data-internallinksmanager029f6b8e52c=\"2\" title=\"News\" target=\"_blank\" rel=\"noopener\">news<\/a> priced into the market? <\/p>\n<p>Investment company managers were also bullish on the prospects for global stock markets, with 67% expecting they will rise in 2021, and only 10% believing they will fall. <\/p>\n<p>Nearly two-fifths of managers feel the FTSE 100 will close\u00a0between 6,500 and 7,000\u00a0next year, while a third were more optimistic about the U.K.\u2019s blue-chip index, with 7,500-8,000 (19%) and 7,000-7,500 (14%) the next most popular choices. <\/p>\n<p>Simon Gergel, portfolio manager of the Merchants Investment Trust<br \/>\n        MRCH,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/202434349\/delayed\" class=\"negative\">-0.81%<\/bg-quote><span>,<\/span><br \/>\n       said that the U.K. was becoming investible again after four and a half years in the wilderness. <\/p>\n<p>\u201cLike we saw after the promising Pfizer<br \/>\n        PFE,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/202877789\/composite\" class=\"negative\">-1.75%<\/bg-quote><br \/>\n       COVID vaccine trial results, the end of uncertainty over Brexit is likely to lead to fundamental reassessment of U.K. equities, which are some of the cheapest amongst the major world markets. Within the market, value shares and domestic cyclicals look particularly interesting.\u201d<\/p>\n<p><strong>Read:<\/strong> Brexit extension gives U.K.-focused companies a boost, with FTSE 250 surging <\/p>\n<p>Job Curtis, fund manager of the City of London Investment Trust<br \/>\n        CTY,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/202101016\/delayed\" class=\"negative\">-0.55%<\/bg-quote><span>,<\/span><br \/>\n       said that, after underperformance compared with the average of world stock markets, the U.K. has the capacity to surprise to the upside. \u201cIn <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/general\/\" data-internallinksmanager029f6b8e52c=\"3\" title=\"General\" target=\"_blank\" rel=\"noopener\">general<\/a>, stocks with above average dividend yield with growth should be well supported given continuing low interest rates,\u201d Curtis said.<\/p>\n<p>However, the poll showed that the biggest threat to portfolios next year is the prospect of interest rate rises, followed by high equity valuations.<\/p>\n<p>Despite the economic fallout from the COVID-19 pandemic, 90% of managers believe\u00a0U.K. interest rates won\u2019t turn negative\u00a0in 2021, and 71% feel it is either \u2018unlikely\u2019 or \u2018very unlikely\u2019 that we will see a significant increase in inflation.\u00a0It is a different picture on a three-year view, with 77% of managers believing a\u00a0significant increase in inflation is either likely or very likely.<\/p><\/div>\n<\/div><\/div>\n<p><\/p>\n<div class=\"byline article__byline\">\n<p>      <span>By<\/span><\/p>\n<div class=\"author  hasMenu\" data-scrim='{\"type\":\"author\",\"header\":\"Lina Saigol\",\"subhead\":\"The Wall Street Journal\",\"list\":[]}' itemscope itemprop=\"author\" itemtype=\"http:\/\/schema.org\/Person\">\n<h4 itemprop=\"name\"><span class=\"ez-toc-section\" id=\"Lina_Saigol\"><\/span>Lina Saigol<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/p><\/div>\n<\/div>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMLG0nwswvr63Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\">For forums sites go to <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/forum.buradabiliyorum.com\/\" target=\"_blank\" rel=\"noopener\">Forum.BuradaBiliyorum.Com<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more News articles, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/en.buradabiliyorum.com\/news\/\" target=\"_blank\" rel=\"noopener\">News category.<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"http:\/\/www.marketwatch.com\/news\/story.asp?guid=%7B21005575-02D4-D4B5-4572-D188802608D6%7D&#038;siteid=rss&#038;rss=1\" target=\"_blank\" rel=\"noopener\">Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#8220;# These 3 regions hold the best bets for 2021, say top fund managers &#8221; Investment company managers are bullish about the prospects for global stock markets, with 67% believing they will rise in 2021 Emerging markets, the U.S. and the U.K are most likely to reward investors next year, according to top fund managers&#8230;<\/p>\n","protected":false},"author":1,"featured_media":134217,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[70897],"tags":[],"class_list":["post-134216","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/134216","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=134216"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/134216\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/134217"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=134216"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=134216"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=134216"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}