In this video update Ben Lofthouse, Head of Global Equity Income, discusses the reasons behind the market rotation in a ‘fascinating’ Q1 2018, whether recent volatility has affected dividend growth expectations and examines the outlook for global equity income investors.
• Higher-yielding defensives initially underperformed but rebounded on growth concerns
• Dividend growth expectations appear underpinned by corporate earnings
• More yield and better value available in consumer staples, utilities and real estate
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