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Attractive sectors: UK Banks & Trump bump laggards - Redmayne Bentley

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Manage episode 173018538 series 1339323
Content provided by Audioboom and TipTV Business. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and TipTV Business or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Roy Kaitcer, Investment Manager at Redmayne Bentley says he is more comfortable now in having UK banking shares in his portfolio. Apart from banking stocks, Kaitcer says one should look at Trump Bump laggards - essentially the defensive stocks that have under performed cyclical during the Trump rally. Kaitcer talks to Tip TV’s Matt Brown.

Kaitcer also shares his opinion on FTSE 100 and the low volumes in the US markets.

#UK, #stocks, #equities, #FTSE100, #indices, #banks, #defensives, #trading, #investing, #macro, #fundamentals, #Trump

  continue reading

2340 episodes

Artwork
iconShare
 
Manage episode 173018538 series 1339323
Content provided by Audioboom and TipTV Business. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Audioboom and TipTV Business or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Roy Kaitcer, Investment Manager at Redmayne Bentley says he is more comfortable now in having UK banking shares in his portfolio. Apart from banking stocks, Kaitcer says one should look at Trump Bump laggards - essentially the defensive stocks that have under performed cyclical during the Trump rally. Kaitcer talks to Tip TV’s Matt Brown.

Kaitcer also shares his opinion on FTSE 100 and the low volumes in the US markets.

#UK, #stocks, #equities, #FTSE100, #indices, #banks, #defensives, #trading, #investing, #macro, #fundamentals, #Trump

  continue reading

2340 episodes

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