When investing for income, it is important to consider companies which can grow profits through a prolonged period of low or zero inflation, according to William Meadon, manager on the JPMorgan Claverhouse investment trust.
Financials and oil stocks favoured
All data is from FE Trustnet to 7 October 2015, unless stated.
Helped by JPMAM acquisition
Some managers still remain committed to asset class
After months of capital outflows and uncertainty, the Federal Reserve's decision to hold rates in September could provide emerging markets with some respite.
Plans to return to role