Andreas Zoellinger, manager of the BlackRock Continental European Income fund, takes a closer look at prospects for the sector.
Historically, continental European investors generated yield almost exclusively through fixed income instruments rather than equities. This is very different from Anglo-Saxon countries where equity income investing for yield generation has a long history. However, given the historically low fixed income yields we are currently experiencing, European investors are increasingly considering equities as a source of yield and growth. This development is also supported by a significant improvement in the attitude of European management teams towards shareholder remuneration, particularly th...
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