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28/04/202132 mins

[Podcast] Bring on the Wall of Cash, with Alasdair McKinnon

As investors shifted their attention to high-growth tech stocks, perhaps better suited to people’s new way of life during the pandemic, and central banks unleashed a ‘wall of cash’, more traditional, so-called cyclical stocks were left behind. But could that all be about to change as the global vaccination roll-out gathers pace and we contemplate the new normal?

In an Informed Choice Radio episode, Martin Bamford interviews our Manager, Alasdair McKinnon. The Scottish’s team recently made some meaningful changes to the portfolio, which reflect our contrarian view that investors are deeply underestimating the potential for certain stocks to benefit from the economic recovery. Alasdair sees this as “the start of a multi-year turnaround” for some investments that have been overlooked in recent years and that have been temporarily impacted by the pandemic.

Listen to the full podcast here:

This podcast was recorded in March 2021 and first published in April 2021.

The information contained within is for educational and information purposes only. It is not intended nor, should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell securities nor security noted within.

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