Part I: Where next for the value comeback and how are you gaining exposure?

Laura Foll, co-manager of Henderson UK Equity Income & Growth fund UK industrials  Recent economic data suggests we are entering a period of faster global economic growth, which should be a positive backdrop for industrials. While this looks reflected to a degree in the earnings multiples of US-listed industrials such as General Electric, UK-listed industrials post-Brexit have diverged from their global peer group. In many cases, they continue to trade on low teens earnings multiples, such as Senior, which makes aerospace components and Renold, which makes industrial chains.  E...