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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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’...
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...