piworld Thursday webinar: David Stevenson COVID investing

This video can be seen here: https://www.piworld.co.uk/2020/06/05/piworld-thursday-webinar-david-stevenson-covid-investing/   Excellent investing insight from David on current valuations, how he’s played the COVID-19 markets to date, and where an investor can find income. Forthright views on sectors, funds and the economy, which make you think. Superb investing entertainment. David’s career & investing background – 00:42 What are your views on the market strength? – 05:15 Where have you been investing since January to date? – 09:50 Opportunities & themes on David’s watchlist – 16:57 Renewable Energy – 21:13 Gold – 24:57 Income investments including retail bonds – 31:14 Structured products – 39:00 Q&A Fundsmith and Lindsell Train Funds – 42:20 What are you views on housebuilders? – 43:28 Sectors to avoid? – 45:23 Where to find structured products? – 47:28 Recommended renewable fund – 48:11 Brexit investment strategy? – 51:13 Top publications for the retail investor – 52:52 Japanese fund – 55:03 Companies or Funds mentioned Salesforce (NYSE: CRM), Spotify Technology (NYSE: SPOT), Microsoft (NASDAQ: MSFT), International Biotech Trust (IBT), Ryan Air (RYA), EasyJet (EZJ), Carnival Cruises (CCL), Scottish Mortgage IT (SMT); Melrose Industries (MRO); Gresham House Energy Storage Fund (GRID); Gore Street Energy Storage Fund (GSF) Polymetal International (POLY); Barra Resources (ASX: BAR); Foresight Energy LP; VT Gravis Infrastructure Fund About David Stevenson David has been writing the Adventurous Investor column for the FT for over a decade and is a columnist for MoneyWeek and Citywire. He’s also executive editor at www.etfstream.com and www.altfi.com. David’s blog: http://www.adventurousinvestor.com/