Money Makers cover image

Weekly Investment Trusts Podcast - featuring Anthony Leatham and Peter Hewitt (01 April 2023)

Money Makers

00:00

The PE of the Abifold Portfolio Is Eight Times Earnings

I think the UK small cap mid-cap sector is very interesting. And it's underperformed really since the breaks at referendum. Even if earnings were to fall across the portfolio, say by 20% in the year we're currently in, it's still on a forward PE of 10. I mean, that is pretty inexpensive. But when interest rates start falling, even though we may be going into a recession, therefore you see, well, small caps are going to be hit. Of course. Where else? Which is Abifold Smaller Companies? Tell us about why you've recently required that.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app