Is value investing dead?, September 2020

Ben Leyland manager of JOHCM Global Opportunities explains how he's uncovering investment themes during the current climate, highlighting Compass Group catering as an example. He also tells us why he prefers US utilities and Japanese telecoms to their UK counterparts, why they're "treading carefully" and he thinks we may expect some market volatility ahead. Ben concludes by answering the question: "is value investing dead?".
Published on 30/09/2020 9:54am