Interactive Investor

James Harries – The Richard Hunter interview

26th January 2021 08:40

Richard Hunter from interactive investor

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This week, Richard Hunter catches up with James Harries, manager of the Securities Trust of Scotland (LSE:STS), on the challenges of 2020, what he thinks this year might bring and the importance of global exposure.

Highlights

01:13 – objectives and investment style of Securities Trust of Scotland

02:29 – sector allocation of the trust (at time of broadcast)

03:42 – a look at some of the trust’s top 10 holdings and global exposure

11:36 – dividend cuts vs defensive stocks

14:39 – the outlook for 2021

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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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