Experienced European equity manager John Bennett uses the early identification of industry or sector themes to help him discover under-researched opportunities. He ignores the macro-driven fear and optimism that tends to fill the newspapers, and instead focuses on what matters – real or absolute value – when investing in stocks in his Janus Henderson European Selected Opportunities and Janus Henderson European Focus funds.
Read more about Janus Henderson European Selected Opportunities and European Focus
In a whistle-stop tour of the globe, David Coombs, manager of Elite Rated Rathbone Strategic Growth Portfolio, tells us about his belief in the US stock market, why he is investing in government bonds instead of cash, and why some of his top stocks are companies that produce makeup and Champagne.
Everything in the US seems to be bigger than in the UK. The cars, the roads, food portions... They have Silicon Valley in California. We have a silicon roundabout in Cambridge and a tech canal in Birmingham! Matthew Tonge, co-manager of Liontrust UK Micro-Cap fund explains why UK tech companies tend to stay small, but also how Brexit may help them...
From Cineworld's special dividend, to Big Yellow's success gaining planning permission and the opportunities in Scottish television, Siddarth Chand Lall, manager of Marlborough Multi Cap Income fund, talks to us about finding income opportunities in the UK's smaller – but growing – companies.