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.
James is the Senior Fund Manager responsible for the Trojan Global Income Strategy. He has 27 years’ investment experience, and has managed global equity portfolios since 2002. James is manager of the Trojan Global Income Fund, co-manager of the Trojan Ethical Global Income Fund and was awarded management of STS Global Income & Growth Trust plc in November 2020.
Joining Troy in 2016 to establish the Trojan Global Income Fund, James was previously a Fund Manager at Newton Investment Management where he established and managed the Newton Global Income Fund. He was also the alternate manager on the Newton Real Return Fund. Under James’s management, the Newton Global Income fund grew to c. £4.5bn in AUM and was first in its sector over 10 years. James graduated from Bristol University with a BSc in Politics, before completing his Masters in Finance at the London Business School. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.
Tomasz is the co-manager of the Trojan Ethical Global Income Fund, Assistant Fund Manager of the Trojan Global Income Fund and has responsibility for the analysis of global companies and their selection for Troy’s portfolios.
He joined Troy in 2017 from Susa Fund Management, a European equity fund. He previously worked as an Associate at Bain Capital Credit. Tomasz graduated in European Economics from the University of Rome, before completing his Masters in Economics at Bocconi University, and his MBA at London Business School.