Hold fast! Bankers remains balanced as the global economy gets back to its feet
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Alex Crooke, Fund Manager for The Bankers Investment Trust, explains how the uneven rollout of Covid-19 vaccinations has affected certain regions, highlights the sectors benefitting from the re-opening trend, and explores the challenges posed by thematic investing.
Thematic Investing – A top-down approach to investment, in which investors attempt to identify themes and trends based on their predictions of future performance, rather than making investment decisions based on past achievements of certain markets or assets.
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These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.
Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
The information in this article does not qualify as an investment recommendation.
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