Learning: Structured

With bond yields and inflation fears beginning to tick up, what are the implications for equity income investors? On the panel to discuss:

• Simon Gergel, Portfolio Manager, The Merchants Trust, Allianz Global Investors
• Simon Young, Portfolio Manager, AXA Framlington UK Equity Income Fund, AXA Investment Managers
• Matthew Page, Co-Managers, Guinness Global Equity Income Fund, Guinness Asset Management

Learning Objectives:

1. How fund managers are assessing the outlook for dividends in 2021
2. Why the value investing style is making a comeback
3. The outlook for consumer spending as lockdown comes to an end