In this week’s Brewin Podcast host Ben Gutteridge, Research Director, interviews Janus Henderson’s Luke Newman, co-lead manager on their Absolute Return Equity fund. The conversation focuses on where the best buying and selling opportunities may lie should the consensual expectation of a Tory victory play out, but also under the less probable, but still possible, alternative of a Labour administration. The discussion also covers areas of the market that represent long term value no matter the outcome of the election, notwithstanding the prospect for shorter-term volatility.