Is chasing income 'risky and undisciplined'?
Factor concentration is an issue
It is almost axiomatic to say that confining oneself to the UK market means ignoring a huge global investment opportunity set. This is as true for income seekers as for any other market participant and as a result, interest in global income is growing.
However, the attraction lies not in the income generation per se, but in how the income requirement forces fund managers to develop disciplined investment processes with valuation at their heart. ...
More on Equities
Brexit Blog: Three MPs leave Tories to join Independent Group
Latest news and analysis
Cazenove's Mui: Brexit stage left
How to create order amid a seemingly disorderly exit
Sainsbury's share price plummets 14% as CMA threatens to block merger
Lloyds share rise on results
Artemis promotes income fund managers Shenton and Marsh to partner
Co-managers of £5.5bn AUM Artemis Income fund
More news
Consistent 50 sees eight new entrants
Yu Zhang's Matthews Asia Funds China Dividend retains top spot
Brexit Blog: Three MPs leave Tories to join Independent Group
Latest news and analysis
Could UK consumers hit the shops once more?
We are all tired of talking about backstops and customs unions and voting blocs, but Brexit chat still manages to get centre stage to the exclusion of all else.
Cazenove's Mui: Brexit stage left
How to create order amid a seemingly disorderly exit
Former Cazenove Capital CIO Jeffrey joins Kingswood
Part of investment committee restructure