Chance for a second bite?

Presented by

Graham Campbell & Bettina Edmondston

About this talk

We wrote 12 months ago of the potential economic recovery, post vaccine roll out, the commitment of Central Banks to stimulate growth and the rude health of many consumers and corporates. It proved a strong buying opportunity. Given the thematic relapse in equities in recent months: bonds rallying, narrowing of market leadership and more economically cyclical businesses underperforming, we believe investors have another opportunity to invest in lowly valued, but high quality, cyclical businesses.

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