The global deep freeze and the Great Lockdown recession

“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

The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.