The best and worst places for value
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.
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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