Ben Lofthouse, Head of Global Equity Income, believes that despite the difficulty in providing a short-term outlook due to the unprecedented nature of this tragic coronavirus pandemic, investors are likely to see long-term opportunities from current equity market yields and valuations.

    Key takeaways

  • Attractive equity market yields and valuations on offer should see investors return to the asset class when this stage of the cycle is better understood
  • The Global Equity Income Strategy – which focuses on corporate balance sheet strength, cashflow and the long term – has increased its exposure to defensive stocks over the last year
  • Diversification by geography and sector is particularly important at times of high market volatility and an active approach enables the Global Equity Income Team to take advantage of any opportunities as they arise