Shell’s acquisition of rival company BG is likely to hurt its finances, making its dividend look more uncertainCREDIT: ARND WIEGMANN
By Laura Suter: 28 OCTOBER 2016 • 8:59AM
Tom Walker, manager of the Martin Currie Global Portfolio, has 59pc of his fund’s assets in American companies. While he is concerned about the outcome of the election, he does not think a Trump win will necessarily be terrible for the American economy or for the companies he invests in.
Mr Walker, who has run the fund since its launch, tells Telegraph Money why he recently invested in one giant Chinese firm and why he cut Royal Dutch Shell from the portfolio.