Murray International is a genuinely international portfolio that invests in the shares of companies, as well as some bonds. Manager Bruce Stout has two mandates: to protect his investors’ money and grow it over the long term, and to provide above-average income. He prefers simple businesses that have a strong ability to produce surplus cash and a resilient business model. These companies could be in any industry anywhere in the world.
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In some good news for income investors, Will Argent, investment advisor for the VT Gravis UK Infrastructure Income fund, tells us that dividends in the sector are holding up very well. He also tells us how infrastructure investment will play an important role in the post-crisis economic recovery, discusses the possible ‘cash for clunkers’...
While many investors will think of emerging markets as a source of growth for our investments, there are also plenty of income opportunities. Edmund Harriss, co-manager of Guinness Emerging Markets Equity Income fund, talks us through these opportunities, tells us why emerging market dividends are facing fewer regulatory constraints, and discusses...
Steven Andrew tells us how he uses behavioural finance when choosing investments for the M&G Episode Income fund. He explains why human emotion can impact stock markets, talks about differentiating between ‘tech and the old stuff’ in recent months and gives details about the emerging market sovereign bonds, US banks and Japanese firms that are...