Stride's stock picks for investors running a marathon, not a sprint

AXA head of UK equities Jim Stride gives his top tips for sensible long-term investing in the UK market

At present there is substantial disagreement about the pace of economic recovery, the outlook for inflation and the outlook for interest rates. These are all fascinating topics, but many investors need to deploy capital regardless of fluctuations in the economic cycle and therefore need to adopt a long-term strategy. The cautious investor needs to look at the long term and remain patient. In this context the Ben Graham ‘Margin of Safety’ approach is as relevant today for equity investment as when it was coined by the brilliant investor back in the 1930s. The ‘Margin’ in question relat...