Dave Baxter
@davidrbaxter
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Funds editor for @IChronicle
London
Joined January 2010
@fundhunter_co Yeah, we chat China at about 31 minutes in. He acknowledges some issues but also thinks some of the companies are too good to ignore. And their allocation hasn't changed so much since the crackdown etc...
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As mentioned in the blurb, always keen to hear comments and guest suggestions if you wish to email me too.
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@cocamalia Interesting suggestion! They should end up writing about the new holding before the year is out...
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Some interesting musings from one of the more thoughtful fund buyers
The latest edition of the Asset Allocator Podcast is out now and this week we've spoken to @simonevancook about his return to multi-asset investing
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Investment trusts are no magic remedy to the liquidity problems demonstrated by the Woodford fiasco
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