81. Finding income in emerging markets

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 the possibility that Europe could be the dark horse of 2020: having coped with the crisis better than the US, could it now grow faster than the world’s largest economy over the next few years?

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Co-managed by Edmund Harriss and Mark Hammond, Guinness Emerging Markets Equity Income fund follows the Guinness formula, which has already proved successful with their Asian and global equity income funds. The emphasis is on quality companies and dividend growth, rather than chasing those with a high yield. The managers have a one in, one-out approach, and each of the final 36 stocks in the portfolio is equally weighted.

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