Recent strength in global equity markets, lead by many of the winners of the previous decade or so, would suggest investors are re-embracing risk in the context of a likely upcoming peak in interest rates.
With the economic outlook still unclear and valuations towards the upper end of historic ranges, James Harries and Tomasz Boniek, managers of the Trojan Global Income Fund, Trojan Ethical Global Income Fund and Securities Trust of Scotland, discuss;
- Why income investing may have a valuable role to play in portfolios in the coming years
- Why a quality focus and a cautious approach continue to make sense
- How capital is currently allocated in the portfolio
- Where opportunities may lie in the future
Please note that the webinar is for UK investors only and professional investors in Ireland.