The Exchange with Judith Mackenzie of Downing
In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing walks me through her optimistic view of the markets and latest thoughts on 15 stocks, including:
00:00 Her approach to investing & outlook for UK equities
08:45
12:50
15:45
17:20
23:05
27:50
30:10 Learning points from 2 past losses
34:00
39:45
42:15
48:10
52:15 What to do when shares drop on good news
53:20 How to identify value traps
55:05
58:40
60:05
62:40
65:00 Current share most excited about, recent sales & final key messages
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.