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.
Read more about Guinness Emerging Markets Equity Income
Alex Savvides, manager of JOHCM UK Dynamic, talks to us about the recent “vaccine value rally” and gives his thoughts on the possibility of Brexit deal and the impact COVID-19 has had on company readiness for our withdrawal from the European Union. Alex also discusses the recent uptick in merger and acquisitions and tells us that overseas companies...
Threadneedle European Select co-manager, Ben Moore, uses Warren Buffet’s pinball machines and L’Oréal’s acquisition of Kiehls to explain organic and inorganic growth of reinvested capital in this podcast. He also tells us why Campari still being a vital ingredient for most bartenders is a good thing for investors and debunks the myth that...
Could we have a vaccine before Christmas? Is this the final stage of the COVID turndown? After all the doom and gloom and recent months, Giles Rothbarth, co-manager of BlackRock European Dynamic, gives us hope: “Never has so much human capital and effort been focused on solving just one problem,” he said. “We have five shots on goal between now and...