This week Luke Newman, co-lead manager of the Henderson UK Absolute Return Fund, joins our Head of Fund Research, Ben Gutteridge, to discuss the threats and opportunities in the UK stock market. In an up to the minute discussion Luke highlights the dynamism of the fund’s investment strategy, along with the manager’s pragmatism, revealing how the fund is responding to latest developments in news flow. This includes the ongoing challenges facing Greece and China, but the majority of the debatecentres on this week’s ‘Budget’, and the impact this has had on the affected UK companies.

 

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