Nick Train on another challenging year for Finsbury Growth & Income, thoughts on Unilever’s CEO departure and why he remains optimistic
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Show Notes
In a special bonus edition of the AJ Bell Money & Markets podcast, Dan Coatsworth talks to Nick Train about how his Finsbury Growth & Income Trust has fared in 2022.
Nick discusses performance, companies with pricing power, his thoughts on Alan Jope planning to step down as Unilever chief executive, and why Relx remains a big holding for his portfolio.
The fund manager also talks about opportunities with Burberry, how much growth you might expect from his portfolio holdings, and whether he’s made new positions following this year’s market sell-off or simply topped up existing holdings.