A distinguishing characteristic of the Schroder US Mid Cap fund is that it invests in three different types of growth in the portfolio: ‘mispriced growth’ (companies with under-appreciated growth dynamics will be rewarded over time) ‘steady eddies (which provide defensive characteristics and ‘turnaround’ (firms that have experienced business or operational difficulties, yet there may be a catalyst in place to return to a growth path).
Read more about Schroder US Mid Cap fund
Richard Sennitt, manager of Schroder Asian Income fund, tells us how Asian dividends are holding up, gives his thoughts on the US election and how anti-China sentiment might impact wider Asia, discusses the big battleground that is 5G, and explains why the fund is overweight technology hardware firms and real estate companies.
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...