Pick stocks with conviction

How can you pick stocks with any certainty when markets are anything but certain? The answer, says professional stock picker Tom Walker, is simple.

Each week, a professional investor tells MoneyWeek where he'd put his money now. This week: Tom Walker, fund manager, Martin Currie Global Portfolio Trust.

Conviction is a powerful word. It implies a certainty of belief and a firmly held opinion. How, though, in a global economy fraught with uncertainty and volatility, can we exercise such a definite sentiment when it comes to investing? Simple.Conviction in an investment case is built on research.

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