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One company to benefit from a vaccine and reopening

 

In this week’s video insight Roger discusses how to position for the possibility of a vaccine and reopening. When the global economy reopens further, there will likely be many more sectors returning to growth. We are looking for companies that are winners in sectors that have had their outlooks impacted. One of these is Corporate Travel Management which could take share from weakened competitors. Why is the Corporate Travel Management share price on fire right now?

The Montgomery Small Companies Fund  owns shares in Corporate Travel Management. This video was prepared 28 September with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Corporate Travel Management you should seek financial advice.

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