Equity Income Masterclass | March 2021

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  • 45 mins 18 secs

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
Channel: Masterclass
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