Six trust tips for a bet on re-rated growth

Deutsche Numis has added six investment companies to the broker’s list of recommendations as it tilts towards growth and emerging markets in anticipation of a reduction in interest rates this year. 

Analyst Gavin Trodd said while the timing and extent of interest rates were uncertain, the prospect of reduced borrowing costs would alleviate the downward macro-economic pressure on markets and asset prices.

He believed that would give active fund managers and stock pickers the scope to outperform their market benchmarks.