Weekly Outlook: Diageo and AstraZeneca results
Key events for wealth managers in the week beginning 3 February
Key events for wealth managers in the week beginning 3 February
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Adds two new positions in Clarkson and Intertek
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Finsbury Growth and Income underperformed for the third year running
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The manager has been adding to Diageo, despite the company encountering problems with its operations in Latin America
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Finsbury Growth & Income manager said the holding’s ‘blue-sky’ goals are achievable despite recent share price slump
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Period of hyper-consumption would be driven by ‘extraordinary trend of wealth creation by new industries’ rather than Covid re-opening trade
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Finsbury Growth & Income manager highlights deals from Diageo and Relx in August factsheet
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Finsbury Growth and Income investment trust manager has been adding to Heineken
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‘We have been rewarded during previous unsettling episodes by treating them as buying opportunities’
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Star manager also hits out at UK dividend culture
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Investors shouldn’t limit themselves to the UK or Europe but should avoid the lure of the value trade, said Sanlam Private Investments Pieter Fourie.
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Despite adverse results hitting Diageo’s third quarter results, Nick Train is confident that shares will race ahead as soon as news turns positive again.
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