Housebuilders, supermarkets and insurers with Janus Henderson

Podcast
Views & insights

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.

Share

20 November 2018 | 28 minute listen

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.

You may be interested in

Dan Carter on Japanese Politics

Podcast 35 minute listen
Dan Carter on Japanese Politics

Chuka Umunna: ESG from Big Ben to big banks

Podcast 27 minute listen
Chuka Umunna: ESG from Big Ben to big banks

A strong, but still not crowded rally

Podcast 25 minute listen
A strong, but still not crowded rally

The value of investments and any income from them can fall and you may get back less than you invested.