
Was yesterday’s vaccine bounce the start of a Santa rally for value stocks?
Global stock markets bounced yesterday on the news that the first set of results from Pfizer’s phase...
Ben Leyland manager of JOHCM Global Opportunities explains how he’s uncovering investment themes [0:33], highlighting Compass Group catering as an example [1:33]. He also tells us why he prefers US utilities and Japanese telecoms to their UK counterparts [2:25], why they’re “treading carefully” and he thinks we may expect some market volatility ahead [4:04]. Ben concludes by answering the question: “is value investing dead?” [6:10].