37 min listen
Rathbones' James Thomson: I'm not going to value-wash my fund
Rathbones' James Thomson: I'm not going to value-wash my fund
ratings:
Length:
42 minutes
Released:
Jan 27, 2022
Format:
Podcast episode
Description
The opening weeks of 2022 have proved difficult for some of the most popular funds and Rathbone Global Opportunities (GB00B7FQLN12) is no exception. Like other growth-oriented portfolios, it has suffered a gruelling few weeks as investors worry about the potential for tighter monetary policy.James Thomson, who has worked on the fund since 2003, talks about the psychology of running a fund in a market meltdown, resisting the temptation to rush into cyclical stocks, and the challenges of separating hype from substance in the tech sector. He also discusses the outlook for holdings Nvidia (US:NVDA), Microsoft (US:MSFT) and Amazon (US:AMZN). Hosted on Acast. See acast.com/privacy for more information.
Released:
Jan 27, 2022
Format:
Podcast episode
Titles in the series (100)
Investors Chronicle Companies & Markets Show 30 Jan 2015: As Apple reports juicy returns, is Shell beginning to crack? Plus a look at our guide to the FTSE 350. It's the IC Companies & Markets Show. See acast.com/privacy for privacy and opt-out information. by Investors' Chronicle