This week on the podcast we welcome back one the City’s most prominent fund managers. In a period where investors are finding favour in the more exciting parts of the stock market, Terry Smith reminds us of the importance of finding ‘good’ companies within a portfolio. Along with Terry we are joined by Julian Robins, Fundsmith Head of Research. Between them they also offer a more sobering view on the euphoria surrounding the appointment of Donald Trump, though ultimately conclude that there is decent money to be made in 2017.
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