Finding value among US stocks, bitcoin and gold jump, GameStop’s latest disappointment, and the truth about thematic investing

There is a widely held view that US shares are expensive, yet this isn’t true for everything. Dan Coatsworth talks to Rosanna Burcheri from Fidelity American Special Situations fund about how she is still finding plenty of opportunities in companies priced below what she believes is their true value. She talks about FedEx, Alphabet and more. Find out why bitcoin and gold have been moving higher and what Dan makes of GameStop’s latest results. From January 2024, parents in the UK can start applying for 15 hours of free childcare per week. Laura Suter dives into the details and finds it’s not as clear cut as you might think. Laura explores the rise in foreign ownership of UK shares and why it puts even more pressure on the Government to make the market more appealing to domestic investors. Steve Wreford from Lazard is also on the show to talk about thematic investing and why he believes a shift in the market environment has major implications on portfolio positioning.