In this video update Ben Lofthouse, Head of Global Equity Income (GEI), discusses the reasons behind the divergence in global equity markets, the impact this has had on equity income investors and where he sees value in the markets and opportunities for dividend growth.
GEI strategies, which have historically obtained higher yields from regions outside of the US, have been impacted by US equity market outperformance
Investor concerns relating to Italian elections and Brexit have created a ‘fantastic’ value opportunity within Europe
Market uncertainty highlights the need to diversify by county and sector across a range of companies trading at attractive valuations
Dividend growth expectations appear underpinned by strong cash flow from corporate earnings
Video filmed on 8 October 2018
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