Podcasts about uk equity income

The UK Investor Magazine was delighted to welcome Charles Luke, Manager of the Murray Income Trust, to the podcast to explore the trust's investment strategy and the factors driving investor returns.Charles outlines their approach to UK Equity Income, centring around the ‘Three Ds': dependability, diversification, and differentiation.The Murray Income Trust retains over 50% of dividend revenue for consistent growth. The Murray Income Trust is a true dividend hero, continually increasing dividends for 51 years and yielding 4.7%.Charles details recent additions to the portfolio and shares what excites him the most about being a UK Equity Income manager over the coming 12 months.Find out more on the Murray Income Trust website Hosted on Acast. See acast.com/privacy for more information.

Blake Hutchins manages the Trojan Income Fund and is co-manager of the Troy Income & Growth Trust.  We discuss the changing investment environment, why it could be good for high-quality, dividend-paying companies, and where Blake is finding value in the UK market today.Show notes:[1:16] Being deliberate and patient during tough times[3:30] Equity income investing in a different environment[6:50] Striking the right balance between yield and dividend growth[9:38] Why Blake doesn't invest in banks and commodity businesses[13:31] The power of incumbency[16:27] The impact of higher inflation[18:33] UK equity valuations[21:30] UK domestic exposure[23:58] How the portfolio has evolved[25:39] The attractiveness of UK-listed consumer staples companies[27:34] Dividends are on a more stable footing following the pandemic[30:31] Growing the dividend in a resilient and consistent way

Sid Chand Lall, manager of the IFSL Marlborough Multi Cap Income fund, talks to us about finding income opportunities in the UK's smaller – but growing – companies. He describes how he finds profitable companies and explains how dividends can help offset the erosion caused by inflation. Sid also highlights one smaller company and two medium-sized ones in the portfolio: Ricardo Plc, Paragon Banking Group and Drax Group.What's covered in this episode: Understanding the Investment Association's “yield test”How the manager finds profitable companies for the portfolioHow dividends can help offset the impact of inflationWhy investors should consider UK equity income over UK gilts Why the fund tends to be overweight small and medium companiesWhy UK mid-caps outperform when the dollar weakensSid highlights one smaller company holding…Ricardo a global engineering, environmental and strategic consultancy, based in West SussexAnd two mid-cap holdings: Paragon Banking Group, a financier of buy-to-let mortgages andDrax Group, the UK's biggest biomass generator.  More about this fund:The team behind IFSL Marlborough Multi Cap Income fund are specialists in UK smaller companies investing, so this multi-cap fund offers something radically different to the majority of large-cap, FTSE 100-focused, UK equity income funds. It aims to combine fast and sustainable dividend growth with capital appreciation. The fund uses a blend of ‘value' and ‘growth' holdings to meet its yield objective.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined in this week's edition of the Money Makers Weekly Investment Trust podcast by Emma Bird and Shayan Ratnasingam of Winterflood Securities; and also previews a discussion with Paul and Richard Pindar of Literacy Capital, available in full for subscribers to the Money Makers Circle. Trusts mentioned this week (with tickers) include: ThomasLloyd Energy Impact (TLEI), Conviction Life Sciences, Troy Income and Growth (TIGT), Montanaro European Smaller Companies (MTE), Abrdn Japan (AJIT), Biotech Growth (BIOG), Syncona (SYNC), Schroder Real Estate Income (SREI), Seraphim Space Invementment Trust (SSIT). Section Timestamps: 01:10 - Reviewing the week 03:40 - Summary of the week's results 04:37 - Q&A with Emma Bird 04:49 - Reaction to the Autumn Statement 06:54 - Movements in the Investment Trusts sector 09:09 - Company expectations during a recession 11:38 - Distinguishing between sectors 13:22 - UK Equity Income sector 16:27 - Biotech and Healthcare sector 21:57 - Space sector 24:50 - Looking ahead 25:54 - Q&A with Shayan Ratnasingam 26:13 - Explaining the windfall tax 28:39 - When will the results of the windfall tax be reflected? 29:33 - Market reaction to the windfall tax 30:03 - The Market anticipation was about right? 31:01 - Share price reaction 34:00 - The importance of future prices and interest rates 36:15 - Paul and Richard Pindar (Literacy Capital) 44:59 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. In addition to the regular features, this week the Circle features a Q&A discussion with Paul and Richard Pindar of Literacy Capital (BOOK). For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 130 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Nick Greenwood, manager of MIGO Opportunities, in the latest edition of the Money Makers Weekly Investment Trust podcast. They discuss some of the week's main announcements and market movements with Nick giving his thoughts on various market sectors. Trusts mentioned this week (with tickers) include: Doric Nimrod Air One (DNA), Amedeo Air Four Plus (AA4), Ecofin US Renewables Infrastructure Trust (RNEW), LXI REIT (LXI), HICL Infrastructure (HICL), Polar Capital Technology (PCT), Herald Investment Trust (HRI), BlackRock Throgmorton (THRG), Miton UK Micro Cap (MINI), MB Private Equity Partners (MBPE), HarbourVest Global Private Equity (HVPE), Oakley Capital Investments (OCI), Baker Steel Resources Trust (BSRT), Tufton Oceanic Assets (SHIP), GCP Asset Backed Income (GABI), Biopharma Credit (BPCR), NB Global Monthly Income Fund (NBMI). Section Timestamps: 01:01 - Review of the week 10:11 - Nick's thoughts: Aircraft leasing 13:33 - Corporate news 16:26 - Fundraising 17:21 - Results 20:24 - Nick's thoughts: Technology 26:51 - Nick's thoughts: Smaller companies and micro cap 30:54 - Money Makers Circle 31:39 - Nick's thoughts: Private equity trusts 38:03 - Nick's thoughts: Specialist trusts 45:25 - Nick's thoughts: Shipping 47:49 - Nick's thoughts: Debt trusts 51:08 - New positions for MIGO 55:25 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the regular features, the Circle features an in-depth profile of Value and Indexed Property (VIP), and Jonathan adds his thoughts on the outlook for the UK Equity Income sector in the current climate. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 120 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

The UK Investor Magazine was thrilled to welcome Chris McVey, Lead Fund Manager at Octopus Investments, to the Podcast for a discussion around UK Income Equity portfolios.In his role as Lead Fund Manager at Octopus, Chris overseas a team dedicated to building UK equity portfolios designed to provide investors with an attractive yield.It is immediately apparent that Octopus are doing things differently. The Multi Cap nature of their income fund, the Octopus UK Multi Cap Income Fund, alludes to a strategy producing one of the best performances among their UK Income peers.The team at Octopus have built an income fund that encompasses a broad range of companies that other managers in the space overlook. These being shares with a market cap of £100m-£1bn, paying a dividend and providing significant opportunity for growth. The portfolio utilises a core/satellite approach to investing that builds income and growth satellites around a selection of core holdings Octopus believes can grow earnings and dividends ahead of the market.The strategy has helped Octopus return a 29.3% performance over the pas year, alongside a very respectable 4.1% yield. Learn more about the Octopus UK Multi Cap Income Fund here:https://octopusinvestments.com/our-products/quoted-funds/fp-octopus-uk-multi-cap-income-fund/ See acast.com/privacy for privacy and opt-out information.

Courtiers' £25m UK Equity Income fund is currently the peer group top performer over the past year. The fund has returned just shy of 70% compared with a sector average of 36%. I spoke with Gary Reynolds, who runs the strategy with his son Jake. He noted that bets on publisher Reach and Royal Mail were a driving force in recent performance, after selling both positions at a significant gain. In this episode we also speak about the fund manager's approach to impending inflation, and how he makes his portfolio ESG compatible, despite having ‘sin stock' names in the portfolio.

Welcome to the London South East, Investing Matters podcast episode 2, where Peter Higgins had the pleasure of speaking with AXA Fund Manager, Simon Young. Simon has over 20 years of experience as an institutional investor starting his career at Mercury Asset Management (now part of Blackrock) and then Aviva Investors. Over the past three years Simon has taken the underperforming AXA UK Equity Income Fund into the top decile performers in its category. During this podcast Simon shares his investment insights, knowledge, mindset required and what aspects of investing matters to him as a custodian of investors' money. Stocks discussed include: Games Workshop (GAW), AstraZeneca (AZN), Sage (SGE) and Admiral (ADM). We hope you enjoy this podcast and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice.

Janus Henderson's James Henderson tells Mary McDougall where he thinks the best value is in the UK stock market, what his favourite holdings are, how he values companies and what the key differences are between the funds he manages.James is co-manager of Lowland Investment Company (LWI), Henderson Opportunities Trust (HOT) and the equity portfolio of Law Debenture (LWDB). He also co-manages Janus Henderson UK Equity Income & Growth Fund.Henderson Opportunities Trust currently has the best five-year NAV performance in Winterflood's UK All Companies trust sector, while Law Debenture ranks top of the broker's UK Equity Income sector over the same period. See acast.com/privacy for privacy and opt-out information.

Octopus Investments' Chris McVey, Lead Fund Manager joins Proactive London to present their approach to UK Equities investing. McVey discusses the problems with traditional approaches to UK Equity Income and how they do things differently at Octopus Investments. Founded in 2000, Octopus Investments set out to be a financial services company with a difference, and one that put its customers first. A part of Octopus Group, today we manage more than £8.9 billion on behalf of over 55,000 investors and have over 750 employees. https://octopusinvestments.com/resources/insights/uk-dividends-to-recover/

On this week's show deputy personal finance editor Dave Baxter makes the case for dialling down the US component of your global equity exposure. Alex Brandreth, deputy chief investment officer at Brown Shipley, argues in favour of maintaining some exposure to this market, and suggests some approaches and funds via which to get exposure. They also debate the merits of UK equity income funds and highlight some of the better performers in this area. See acast.com/privacy for privacy and opt-out information.

02/04/2019 12:52 You say yes, I say no. You say stop, and I say go. You say goodbye and I say hello. Así comienza la letra de Hello, Goodbye de The Beatles y es una banda sonora perfecta para los últimos capítulos que está viviendo el brexit en el Palacio de Westminster. El parlamento británico sigue dividido y todas las propuestas son rechazadas, mientras May y la economía del país se resienten. Un escenario que está provocando que los inversores se alejen del Támesis y de las islas británicas. “Es verdad que UK es un mercado que nunca ha estado en la mente de los españoles”, señala Carlos Moreno, sales director Iberia de Columbia Threaneedle Investments. “Desde que se votó el brexit la respuesta ha sido evitar Reino Unido”, añade. Sin embargo en el mercado existen oportunidades para sortear la gran crisis política británica y que parece acercarse al precipicio del 12 de abril. “La UE advierte de que no renegociará el acuerdo de salida si se retrasa y Londres no tendrá periodo de transición, si no acepta el acuerdo”, Michel Barnier, negociador jefe de la Unión Europea para el brexit. A pesar de que la tendencia es contraria, “somos una de las mayores casas que gestiona renta variable del Reino Unido y tenemos experiencia”, apunta Moreno. Su apuesta es UK Equity Income, “un fondo basado en búsqueda de rentas”, explica. Inversión que huye de bancos y constructoras, porque “si no hubiera acuerdo sería los más afectados”, añade

The ONS is going to release its GDP growth figures next week with the expectation of positivity amid the uncertainty surrounding Brexit and the country's future trading relations.To discuss this in this week's Personal Finance Show, the team is joined by Merchants Trust (MRCH) manager Simon Gergel, who also reflects on how recent outflows from the UK market have left value opportunities in income major stocks.Emma Agyemang provides an update on changes at Fidelity, following the announcement that Ian Spreadbury, Strategic Bond (GB00B469J896) and MoneyBuilder Income (GB00B3Z9PT62) fund manager, is going to retire at the end of the year.This is also a segway into a chat about retirement and the big mistakes people always make and how to avoid them. See acast.com/privacy for privacy and opt-out information.

In this week's show James Baxter, partner at Tideway Wealth, joins the team to look at which investment trusts have proved to be the most reliable dividend payers over the years. They also consider some changes to the requirements for UK Equity Income sector funds and highlight a tax allowance that is soon to disappear. See acast.com/privacy for privacy and opt-out information.