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Edison Issues Report on Martin Currie Global Portfolio Trust (MNP)
Edison Investment Research Limited has released a new report on the Martin Currie Global Portfolio Trust (LSE: MNP). The report highlights the challenges faced by MNP during 2022 due to a rapid increase in US interest rates from 0.25% to 5.50%, driven by rising prices.
With inflation now decreasing, the consensus suggests that US interest rates will soon decline, potentially benefiting the valuation of long-duration growth stocks. Zehrid Osmani, MNP’s manager since October 2018, has demonstrated a strong ability to select stocks successfully when market focus is on company fundamentals rather than macroeconomic factors.
Osmani remains confident about MNP’s future performance, anticipating better times ahead as market conditions evolve.
R. E.
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