UK alpha in a time of COVID

This week Guy Foster, Head of Research talks to Simon Brazier the manager of the Ninety One UK Alpha fund about which elements of his portfolio have proven resilient to the Coronavirus sell off. We also ask him where he has taken opportunities thrown up by the sell off. Which parts of the market are now too risky to invest in? And what defines the difference between a potential winner and loser in this environment. Simon also explains how he is positioning his fund at the moment based upon his outlook for how this situation will develop.