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The growth or value stocks debate has framed the investment narrative for decades. But are these two approaches really at odds? In the latest episode of Short Briefings on Long Term Thinking, Baillie Gifford’s Malcolm MacColl, deputy manager of The Monks Investment Trust explains. Capital at risk.
Job Curtis, manager of City of London Investment Trust, talks us through opportunities in the UK stock market and what rising interest rates means for dividends. He also talks us through the proposed windfall tax on BP and where he believes M&A activity will continue through 2022.