Merchants Trust outperforms in testing year
Chairman Colin Clark expects more tailwinds after the trust bested much of its sector last year
Chairman Colin Clark expects more tailwinds after the trust bested much of its sector last year
James Cook will co-manage the Global Growth and Income strategy
Head role to be split between Ben Russon and Richard Bullas
Companies have less balance sheet risk than they did heading into the GFC
It will line up alongside an existing EM equity strategy
Sector is back in fashion as headwinds for long duration assets persist
In this recording, Chris McVey introduces the FP Octopus UK Multi Cap Income fund, explains why he’s so passionate about the multi cap approach and what it can offer investors.
UK equity income funds saw performance improve in 2021 but investors still pulled £3.8bn
Rising inflationary and rates environment and stretched multiples bode well for hard done asset class, says Erik Knutzen
‘Most of the traditional yielders in the equity space are paying out dividends’
Oils, retail, travel and financials likely to struggle in the medium term
Covid-19 crisis has exposed concentration issues in sectors such as oil and energy