The team begin by discussing the standout performance of three UK fund sectors before questioning how long the post-pandemic boom might last.
Later, Guy Anderson, portfolio manager of the JP Morgan Mercantile (LSE:MRC) investment trust, joins the podcast to discuss his outlook for dividends in 2021, and stocks to play the post-pandemic themes of ‘recovery and consumption’, and ‘industrial recovery’.
01:09 UK funds: three sectors performing strongly in the first quarter
02:19 How long will the post-pandemic economic boom last?
04:19 Dividend hero City of London (LSE:CTY) investment trust re-enters our ranking of the month’s most-bought trusts.
06:41 JP Morgan Mercantile’s manager Guy Anderson joins the podcast
09:26 “Since ‘Pfizer Monday’, our benchmark is now up over 30% in just five months and Mercantile has managed to keep track with that.”
09:51 The greatest single contributor to performance has been National Express (LSE:NEX).
These articles are provided for information purposes only. Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties. The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.
Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.