AA-rated Clements: how to play pan-Euro industrials

Mike Clements, manager of the OYSTER Continental European Selection fund at SYZ Asset Management speaks to Citywire Selector’s Terri-Ann Williams in a video interview, exploring the ways to play pan-European non-residential construction, as a great way to be exposed to the industrials sector. He also discusses his contrarian stance on the consumer discretionary sector, as well has why buying out-of-favour businesses has aided the fund in achieving positive returns on equity.