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8min chapter
We’re at the early stages of a UK equity surge: Guy Anderson of Mercantile Trust
Investors' Chronicle
Focused Portfolio Strategy on UK Recovery and Consumer Discretionary Sectors
The chapter delves into a portfolio strategy emphasizing individual stock selection within the UK market, highlighting investments in consumer discretionary sectors like housebuilders and travel companies. It discusses the risks and evaluation criteria for cyclical businesses, using examples such as Dunelm and 4 Print to illustrate growth potentials and performance post-pandemic.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode