In this video, Laura Foll, co-Fund Manager for Lowland Investment Company, discusses the Trust’s recent performance – highlighting key drivers of performance, dividend trends in the UK and main concerns for businesses.

Key Takeaways

  • Lowland Investment Company has performed well over the first half of the year, driven by strong performance within the industrials sector (circa 30% of the portfolio).
  • Outlook for UK dividends looks encouraging as companies return to paying dividends. However, the dividend payout ratios remain conservative, due to uncertainty over the domestic economic recovery.
  • Supply shortages due to the surge in demand and inflation pressures within labour, machining and raw materials are currently the main concerns for businesses.

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