With political wrangling influencing expectations, Ben Lofthouse, Head of Global Equity Income, discusses its effect on various sectors and investing styles in a short video update. Ben interprets the impacts to dividend-paying stocks and where his team continues to see opportunities.
• Following a strong start to the year on economic growth expectations, political noise temporarily unsettled investors and negatively impacted non-US equities
• Internet, social media and technology-based stocks have been leading the market, along with growth and momentum investment styles
• Ben believes this environment presents opportunities for stock selection and offers examples of areas where companies continue to deliver dividend increases
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