A very value-driven approach

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  • 09 mins 05 secs

Despite the uncertainty presented by Brexit, James discusses the reasons behind the significant tilt in his portfolios towards UK domestic value.

James gives his views on:

  • Where he is currently finding opportunities – and where he believes the biggest risks currently lie
  • His exposure to mining holdings
  • Why he is overweight the domestic banking sector

Investment risks

The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Important information

Where individuals or the business have expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice. Issued by Invesco Asset Management Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire, RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.

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