Rathbone Global Opportunities Fund

Manager James Thomson describes 2020 as a “socialising recession”. In 2021, the pent-up demand to rekindle friendships, restock our wardrobes and take our travel plans out of deep-freeze should mean “revenge spending” is coming. Combined with huge stimulus, low interest rates and reflationary policies, this has convinced James to pivot toward beneficiaries of reopening.

Total votes: 25

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