Jane Coffey, head of equities at Royal London Asset Management, highlights her three top stock picks.
Time horizons for investors seem to have shortened over the past three years, with the market fixating on the latest macroeconomic indicator to decide whether to buy or sell equities or bonds, cyclical or defensive stocks, high or low beta stocks. Although frustrating for stockpickers on a day-to-day basis, this provides opportunities for long-term investors to buy shares at attractive prices when the short-term sentiment is against them. By focusing your portfolio on companies that have structural as well as cyclical growth potential you can make good money over the long term. Rio Ti...
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