global income

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

We discuss the outlook for equity income investing.

Portfolio manager Jon Bell discusses the market backdrop, the risk of recession and the implications for equity income.

Jon Bell talks to David Chambers and Adam Reed about their academic research challenging misconceptions about equity-income investing.

Investment risks are changing in Asia, and income opportunities are rising.

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.

We discuss the outlook for income stocks.

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

The fashion industry is facing growing pressure to clean up its sustainability act.

In mountaineering, the descent is often more hazardous than the ascent. The same applies in equity markets.

Could the performance of dividend strategies revert to the long-term mean after three years of relative underperformance?

What can an optical illusion teach us about investment management?

The UK election offered voters genuinely different options for the first time in decades.

Despite car sales at a record high, we’re not so sure the auto finance industry is firing on…

A look at how much ‘good news’ is priced into market valuations and whether it is deserved.

Why global equity income might offer a solution for cash flow negative schemes.