Stay in growth, holiday in value?
According to Kevin Murphy, co-manager of Schroder Income fund, there are two environments in which...
“Usually you get bargains in a recession, but this one is different: it’s a Control-Alt-Delete recession and the global economy has been reset,” says John Bennett, manager of Janus Henderson European Focus. A powerful expert from our recent podcast with John where he discusses some of the winners (industrials) and losers (fast food chains) in Europe and explains how two years of digital disruption have been squeezed in to two months.
The full interview with John can be found on the Investing on the go podcast, episode 68