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12/03/202120 mins

[Podcast] Alasdair McKinnon’s outlook on Capital Employed

In this Capital Employed episode, Jon Kingston interviews The Scottish’s Manager Alasdair McKinnon. It begins with introducing the listeners to the history of the trust, dating back to over 130 years. Our Manager then covers his latest thinking, including the contrasting fortunes between ‘growth’ and ‘value’ styles and why this trend is about to be reversed. Alasdair also discusses his macro views in terms of monetary and fiscal spending as a favourable backdrop for gold.

You can listen to the full podcast below:

Please remember that past performance may not be repeated and is not a guide for future performance. The value of shares and the income from them can go down as well as up as a result of market and currency fluctuations.

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