2 stocks to balance your barbell
2020 has seen volatile markets globally. However as we head in to 2021, investors are beginning to think of how to position their portfolios for the post-COVID recovery. Should you bank on the post-COVID beneficiaries like travel stocks, or hold a defensive line in your portfolio?
Avenir Capital’s Adrian Warner believes a barbell approach to investing offers protection and the ability to deliver attractive returns. On one end of the bar, he places his inexpensive growth stocks. Companies that have been bought at a discount due to short-term issues, but have enormous growth potential. On the other side are the companies that have used the COVID-19 pandemic to strengthen their already strong position, and will therefore benefit from a recovery.
In this video, Adrian explains his approach to investing and gives two global stock ideas to balance out the barbell.
Avenir Capital is an Australian based investment manager, specialising in value-oriented global equity investments. You can find out more by visiting their website.
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