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Disclaimer
For professional investors only. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.
Clive and James discuss the macro and the micro, from global economics to new portfolio additions and whether the ‘vaccine value rally’ can continue.
James and Clive on why the shift in stock market leadership towards 'value' has much further to run.
James and Clive's latest portfolio review covering February, a month which saw a sharp rise in government bond yields.
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