It is tempting to look at beaten-up markets to find the opportunities that they throw up on the assumption they are cheaply priced. Thurleigh Investment Managers’ Charles MacKinnon casts his eyes over two developed markets in the spotlight now, the US and Europe, and asks where the value lies – and where it doesn’t – and gives his thoughts on how best to get exposure to them.
Is class permanent and form temporary for US and Europe?
It is tempting to look at beaten-up markets to find the opportunities that they throw up on the assumption they are cheaply priced. Thurleigh Investment Managers’ Charles MacKinnon casts his eyes over two developed markets in the spotlight now, the US and Europe, and asks where the value lies – and where it doesn’t –…
