93. Dividend growth: why it could be the fastest for a decade

While some of us have resorted to downloading the Calm Office app to simulate noises from the office, Kevin Murphy, co-manager of Schroder Income fund, is already back at his desk, and talking to the Investing on the Go podcast team about how soon UK companies could reinstate dividends, where he’s finding opportunities overseas, why he invested in Carnival’s bond and why M&S’s partnership with Ocado means investors get the clothing and home business for free…
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Schroder Income is a deep value-driven fund that invests in companies valued at less than their ‘true’ worth and waits for a correction. Its managers – who have run the fund together since 2010, with a continuity of process that has been in place for much longer – look to identify stocks that have not only become significantly undervalued, but also have dividend growth potential.

Read more about Schroder Income fund

 

What’s covered in this podcast:

• The manager’s thoughts on the fund’s dividend growth [0:26]
• How soon companies could reinstate dividends [2:56]
• Where the manager is finding overseas opportunities [4:56]
• How portfolio holdings have changed over the past decade [6:33]
• Why the manager invested in cruise company Carnival’s bond [8:06]
• Why M&S is still an attractive business [9:37]

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