Investment Masterclass: Stuart Kirk has ‘skin in the game’
Money Clinic with Claer Barrett
00:00
Why Do You Like Sectors More Than Themes?
Industrials and banking were two that you said you liked the most. Could you explain as an investor why they appealed more than others? Yes, I'm caught a simple chap. So that was another reason I prefer sectors over themes. But going back to the valuation point in the data, when I look at sectors, I don't really have a strong view on which will do better but I pick them on the basis of valuation.
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