The best and worst places for value

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Investing in safe companies like consumer staples or healthcare might feel good and help you sleep better, but you’re unlikely to earn outsized returns, says Nick Kirrage from Schroder Global Recovery Fund. He says these ‘stable’ sectors are the most expensive right now, and therefore likely to deliver the poorest returns from here.

“The problem is that sleep-easy investments, over time, tend not to make you great returns… The difficult choice is the one that makes you the return.”

In this exclusive video, he shares his view on the best sector in the world for finding value, and his outlook for value investing as a style.

Further information about the Schroder Global Recovery Fund can be found here


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