The Exchange with Judith Mackenzie of Downing
In this investing masterclass, accomplished UK fund manager Judith MacKenzie of Downing - kindly takes me through her view of the markets and latest thoughts on 18 companies.
00:00 What type of stocks Downing prefers, prospects for smallcaps and rebooting AIM.
09:30
11:20
15:10
17:40
21:00
23:45 Liquidity in stocks with mrkcaps of <£50m
26:20
29:55
34:15 Passive vs Active fund management
38:15
44:20
49:15
52:50
56:10 and H&T Group plc (58:50)
59:00
61:35
65:15
67:40 Most macro attuned stock idea for the road ahead. (NOT recommendation)
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.