2023 – A reckoning postponed with live investment opportunities

Episode 94 | 5 October 2023 | Length: 00:19:48

Jonathan Davis

Jonathan Davis

After years of cheap money and low interest rates, Master Investor’s Jonathan Davis describes the year so far as a “reckoning postponed”, and while he is gloomy about the markets he talks about the very much alive investment opportunities that exist.

Greencoat UK Wind (LON:UKW) is one such opportunity. “It has an inflation linked yield commitment which it’s going to keep”, says Davis who explains that while there’s a lot of issues around wind power, “that’s actually a positive because the worse the conditions are at the moment in wind power, the more likely you are to make money out of it when supply and demand comes back into balance”.

Davis also says Japan and the yen look very interesting with the currency being “very, very weak” which is its historic behaviour before financial crises.

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