The team begin by discussing the standout performance of three UK fund sectors before questioning how long the predicted post-pandemic boom might last. Later, Guy Anderson, portfolio manager of the JP Morgan Mercantile investment trust, joins the podcast to discuss his outlook for dividends in 2021, and stocks to play the post-pandemic themes of ‘recovery and consumption’ and ‘industrial recovery’.
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This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.
Every week, Kyle Caldwell and guests take a look at how the biggest stories and emerging trends could affect your investments, with practical tips and ideas to help you navigate your way through. Join the conversation, tell us what you want us to talk about or send us a question to OTM@ii.co.uk. Visit www.ii.co.uk for more investment insight and ideas.