L&G UK Special Situations, December 2017

L&G's Richard Penny, manager of the UK Special Situations, which is on the Chelsea selection, speaks to research analyst Ryan as he offers his outlook for interest rates and inflation, why he is currently overweight and underweight in industrials and consumer goods, why he likes German pharmaceutical company Bayer, and whether issues in the German election had an impact on the UK Special Situations portfolio.

Published on 13/12/2017 9:13am