A short watch.
Ed Legget, manager of the Artemis UK Select Fund, talks colleague Vik Heerah through parts of the domestic market that he believes still look incredibly cheap.
Ed reveals a certain amount of surprise on how well domestic stocks have performed so far in 2019, given the amount of political noise around Brexit.
Artemis UK Select currently has an overweight to domestic stocks versus its index, though with a bias towards financials rather than discretionary areas such as retail and housebuilders.
17 September 2019
13 November 2019