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I'm the fund manager of Temple Bar Investment Trust: Here's where I would invest now

The article features insights from Ian Lance, the fund manager of Temple Bar Investment Trust, who discusses his investment strategy amidst current economic conditions. Lance highlights the importance of value investing, focusing on sectors like financials, energy, and materials which he believes are undervalued. He points out that despite economic challenges, there are opportunities in companies with strong fundamentals that are currently out of favor with the market. Lance also touches on the potential for interest rates to stabilize or decrease, which could benefit sectors sensitive to borrowing costs. He advocates for a long-term investment approach, suggesting that investors should look for companies with sustainable business models, good cash flows, and the ability to weather economic downturns. Additionally, he mentions the trust's strategy of not just buying stocks at low prices but ensuring they have a margin of safety, and he expresses cautious optimism about the UK market, particularly in sectors that have been overlooked due to broader economic concerns.

Read the Full MSN Article at:
[ https://www.msn.com/en-gb/money/top-stocks/i-m-the-fund-manager-of-temple-bar-investment-trust-here-s-where-i-would-invest-now/ar-AA1yWVOn ]