Housebuilders, Supermarkets and Insurers with Janus Henderson20 . 11 . 2018
In the latest Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Luke Newman, the co-Lead manager on the Janus Henderson UK Absolute Return fund. The conversation follows a similar pattern of recent weeks, taking a closer look at some of the managers preferred UK holdings. Names this week include Bellway the Housebuilder, Legal & General and Tesco. In addition to these exclusive insights Luke also shares his rational on why he has become more bearish on US stocks and why the UK valuation story may soon be realised.