Alexandra Jackson, manager of Rathbone UK Opportunities, tells us why the dominance of growth companies may be coming to an end and a more balanced approach is required in today’s environment. She also tells us which companies she has held on to, which she has sold and which she is buying. The outlook for banks is discussed and why consumers will spend money on services rather than goods this year. The conversation ends with the prospects for IPOs and whether M&A activity will continue in 2022.

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.