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How to find winning stocks during a cost-of-living crisis

Investment trust manager David Smith, of Henderson High Income, explains how he's been approaching investing in consumer stocks during the cost-of-living crisis.

25th January 2024 08:49

by Kyle Caldwell from interactive investor

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Over the past couple of years, high inflation and interest rate rises mean consumers have tightened their belts. This has proved a challenging backdrop for UK consumer stocks. However, as ever, there are both winners and losers. Joining Kyle to discuss how he's been approaching investing in consumer stocks during the cost-of-living crisis is fund manager David Smith, of Henderson High Income (LSE:HHI), an investment trust. Smith also explains how he started adjusting the portfolio as the pace of inflation slowed, and in anticipation of interest rates cut over the next year.

Stocks mentioned in the podcast include: B&M European Value Retail SA (LSE:BME), Whitbread (LSE:WTB), Diageo (LSE:DGE), Tesco (LSE:TSCO), Coca-Cola HBC AG (LSE:CCH) and Britvic (LSE:BVIC).

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On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit

Kyle Caldwell is collectives editor at interactive investor.

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.

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