The UK Investor Magazine Podcast is once more joined by Marc Kimsey, Head of Equities at Frederick & Oliver, for deep dive into his tactical approach to FTSE 100 and global stocks.
We start with a review of Frederick & Oliver’s top picks for 2023 and the factors driving returns. The conversation moves on to some individual names and sectors that have rallied sharply in the first months of 2023.
Having seen value in 2022, we discuss whether Marc’s approach has become more cautious as the FTSE 100 knocks on the door of 8,000.
Marc outlines the importance of the Chinese economic reopening on the FTSE 100’s performance and the key stocks to watch should we see a wobble in their current plans.
We discuss whether the influences on the FTSE 100 warrants a stock picking approach, or is it more appropriate to focus on broader sectors.
We look at one of Marc’s favourite picks and run through the key fundamentals.
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