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This quality trust is ripe for a re-rating

Its investment style might be out of favour right now, but its track record speaks for itself
This quality trust is ripe for a re-ratingPublished on September 19, 2024

Emerging markets are often thought to have better growth prospects than developed regions, which are dealing with ageing populations and economic slowdowns. In the past decade, these prospects haven’t amounted to much. But the dial is turning again and JPMorgan Emerging Markets Investment Trust (JMG) is a compelling way to gain exposure to the likes of India, Taiwan, China and Korea. 

Tip style
Growth
Risk rating
High
Timescale
Long Term
Bull points
  • High-conviction, low-turnover approach
  • Excellent long-term track record
  • Well positioned to profit from AI
  • Discount to net asset value
Bear points
  • Recent underperformance 
  • Could struggle if tech stocks do poorly

Emerging markets have grossly underperformed developed markets over the past 10 years, and the gap widened dramatically after the Covid-19 pandemic. While US equities were propelled upwards in 2023 by enthusiasm for artificial intelligence (AI), emerging markets were left behind, partly due to the slowdown in China, where problems in the property sector are weighing on consumer sentiment.

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