GCIVox Markets Fund Manager Series: Sid Lall, manager of the Marlborough Multi Cap Income Fund
In this interview, Sid Lall, Manager OF Marlborough Multi Cap Income takes Vox Markets through his outlook for equities alongside highlighting 18 stock ideas.
00:00 Macro backdrop.
03:05 UK housebuilders &
06:05
10:50 REITs &
13:50 & monitoring debt levels
17:30
21:05 What M&A & IPO activity tells investors
23:20 &
26:25
28:35
31:40
34:25
38:15 How to assess share buybacks
40:05 &
43:50
47:20 .
51:15
53:50
55:05 Things for investors to avoid doing
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.