Alex Crooke, lead manager of The Bankers Investment Trust (BNKR) and co-head of equities EMEA and Asia Pacific at Janus Henderson Investors, discusses the following:
i. The bottom-up investment approach to picking quality, reasonably priced equities globally.
ii. Why the trust has been buying cyclicals and banks in the context of synchronous recovery and higher inflation.
iii. Why he prefers UK, Europe and Asia over the United States.
iv. The outlook for dividends.
v. The opportunities from the fund’s increased gearing.
vi. The differentiated approach to investing in China and Asia.
vii. How BNKR offers a diversified low-volatility way to invest in global equities.