Uncovering new investment themes and treading carefully ahead

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].

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.