157. The best performing funds during the third quarter of 2021

Juliet Schooling Latter and Darius McDermott return to discuss the major issues impacting markets in the third quarter of 2021. They talk about top performing Indian equities, Japanese equities and financials companies. They also give their views on inflation and fuel shortages and tell us if investors should be worried about all the recent regulatory interventions in China. They finish with their outlook for the last few months of the year.
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Headlines during the third quarter of 2021 have been dominated by inflationary worries and regulatory interventions by the Chinese authorities. In this round up, Darius McDermott and Juliet Schooling Latter give their views on both subjects and discuss the best performing asset classes of past three months.

What’s covered in this podcast:

  • Why Indian equity funds have performed well in the past three months [0:14]
  • Why Japanese equity funds have also done well [1:30]
  • How financial companies are benefitting from potential interest rate rises [2:49]
  • If inflation is here to stay and when interest rates may actually go up [4:32]
  • How fuel shortages are benefitting energy funds [7:53]
  • If investors should worry about regulatory intervention in China [10:40]
  • The outlook for the last few months of 2021 [14:28]
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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