T. Rowe Price Continental European Equity invests in companies of all sizes across Europe, but the manager is careful not to pay too much for their shares. He looks for market leaders that sustain profitability across the market cycle. As well as assessing the strength of a company, the manager looks at the industry itself: the near and long-term outlook, any barriers to entry, and whether the industry is gaining economic market share.
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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...