Manager update: I didn’t get carried away…

An in-depth interview with Tom Walker who discusses what is driving his conviction, political risks, global opportunities and valuations.

21 September 2017

Tom Walker interview - September 2017 Play Play Video
Tom Walker interview - September 2017

I didn’t get carried away with the expectations for Donald Trump when he was elected – there were a lot of hopes for reflation, corporate tax cuts, repeal of Obama Care and, of course, we now know that none of that’s happened – yet – and may never happen.

I remain positive on equities. There are challenges I think that there are some really good opportunities around the world – and that’s what we do, we look for those opportunities.

With interest rates as low as they are, equity valuations remain attractive relative to other assets.