163. Investing in a market that gives you grey hair

“My fund is up over 20% in the past year, but it's been the sort of bull market that gives you grey hair,” said James Thomson, manager of Rathbone Global Opportunities fund. In this podcast, James tells us that US companies are growing profits more than four times faster than the rest of the developed world. He talks about his top ten holdings including Alphabet, owner of Google and YouTube, “the king of search, online advertising spend, and my daughter's favourite venue for videos about how to make slime and squishies.” He also tells us why Costco will blossom “in a world of rapid consumer goods inflation.”

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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.