35 min listen
Liontrust's Anthony Cross: Recessions tend to be more regional in their impact
Liontrust's Anthony Cross: Recessions tend to be more regional in their impact
ratings:
Length:
32 minutes
Released:
Aug 31, 2022
Format:
Podcast episode
Description
Anthony Cross, co-manager of the popular Liontrust Special Situations fund, talks to Dave Baxter about the good and bad news coming out of his portfolio in this IC Interviews episode. This broad discussion covers the prospects of a variety of stocks and sectors, from challenges at Hargreaves Lansdown to the effect of recession worries on recruiters and property names, as well as an assessment of the slimmed-down GSK and a look at how rampant M&A activity has affected the fund.Timestamps:00:00 - Intro01:12 - Areas of resilience and areas of concern04:38 - PageGroup and economic forecasting07:34 - Holding investment platforms09:56 - Hargreaves Lansdown13:35 - Not owning 'neo-brokers'14:44 - GSK (and Haleon)18:32 - M&A/corporate activity21:17 - Opportunity set in 202224:00 - Does the size of the fund effect cash deployment?26:27 - Moving into the investment trust space27:34 - Exposure to BP and Shell Hosted on Acast. See acast.com/privacy for more information.
Released:
Aug 31, 2022
Format:
Podcast episode
Titles in the series (100)
Investors Chronicle Companies & Markets Show 6 Feb 2015: Greece is the word and the commodities slump ripples out. Plus Simon Thompson talks about his bargain shares for 2015. It's the IC Companies & Markets Show. See acast.com/privacy for privacy and opt-out information. by Investors' Chronicle