Rathbone Global Opps manager: I'm not scared of US valuations
A strong run for the US equity market has led some investors to focus on what they consider to be cheaper markets. But James Thomson is sticking with the US, where more than half of Rathbone Global Opportuni...
Investors' Chronicle · Investors' Chronicle
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Show Notes
A strong run for the US equity market has led some investors to focus on what they consider to be cheaper markets. But James Thomson is sticking with the US, where more than half of Rathbone Global Opportunities Fund's (GB00B7FQLN12) assets are invested. He explains why this global fund has such a high allocation to this market, which kinds of US company he thinks are attractive and why it holds a 'defensive bucket' alongside innovative growth stocks.
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