In a recent interview with This is Money, Charlotte Cuthbertson, co-manager of Migo Opportunities Trust, shared her investment strategies and preferences. Cuthbertson expressed optimism about the Bank of Georgia, citing the country's growing middle class and increasing wealth as reasons for her confidence in the stock. She also highlighted the uranium mining sector as an attractive investment opportunity, given the revival of interest in nuclear power and the rising demand for uranium. Cuthbertson mentioned her excitement about the closed-ended sector, where it is possible to acquire valuable assets at significant discounts.
Cuthbertson advised caution when it comes to large-cap US tech stocks and expressed skepticism about Tesla's valuation. She believes that the UK stock market is undervalued and sees potential in the property market. While she considers gold a decent hedge, she stated that she would not invest in Bitcoin. Cuthbertson believes that the era of incredibly low interest rates is over and expects inflation to persist. She expressed her belief that the Bank of England could have done a better job but also acknowledged that it is too early to quantify the long-term impact of Brexit. If she inherited £100k, Cuthbertson stated that she would add it to her savings for a house. [7fab230e]