What a year it has been! We’ve had views on elections, trade wars, Brexit, and the Greta Thunberg effect. More recently, it’s all been about dividend cuts, oil prices, stock market crashes and global healthcare on the brink. ‘Investing on the go’ may be temporarily ‘Investing from home’, but the investment landscape continues to be fascinating and the managers we talk to continue to bring investment opportunities to life.
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Sue Noffke has been running Schroder Income Growth Fund for the past decade. In this episode, she tells us which shares she has owned throughout the whole ten years and which have contributed most to performance. She also discusses the outlook for UK equities and dividend payments, and tells us how she used the revenue reserve in 2020 – but has...
Richard Woolnough has managed M&G Optimal Income fund since its launch 15 years ago. In this episode he looks back over 2020, looks forward to 2021, and tells us what the combination of central banks and governments focusing on growth, pent-up consumer demand and weaker companies having already failed, means for fixed income this year. Richard...
There are a number of long-term structural growth themes in India. From a base of almost zero, the government has a target of having 100% electric vehicles by 2030, for example. And as the average Indian consumes three and a half times as much data as the average Brit, smartphone and internet opportunities abound. Mithran Sudhir, one of the...