Investment Themes for 2014: Six of the best

In the view a bad stock in a good sector will outperform a good one in a bad sector, it is always worth looking at what narratives may strike a chord with the market. Russ Mould and the Shares team highlight six key themes for 2014 and assess which stocks fit with them on a bottom-up basis.

|Cover Story
Issue: 19 Dec 2013 - Page 20