The return of equity income

Post-Global Financial Crisis, income investing in equities found itself in the wilderness. The only way to outperform between 2010 and 2020 was to be at the growth-end of the spectrum. But that all changed abruptly in 2022 with spiralling inflation and rising interest rates. In this episode, Stuart Rhodes, Global Dividend Fund Manager, and Alex Araujo, Global Listed Infrastructure Fund Manager, consider the ramifications having snapped out of that anomalous decade, opportunities across sectors and geographies, and why now. 

Speakers:
Stuart Rhodes, Global Dividend Fund Manager.
Alex Araujo, Global Listed Infrastructure Fund Manager.

Host:

Romil Patel, Global Managing Editor.

 

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