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News and Views - December Newsletter

The sector has been challenged by the impact of Covid on dividends, but the vaccine development news could bring sharp relief.
Rob Bailey, Head of UK Wholesale Distribution

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If you have further questions on our UK Equity Income offering or any of GAM's strategies, please contact us here.

 

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INVESTMENT IDEAS

Featured Strategy: UK Equities

GAM UK Equity Income is a core equity income fund aiming to deliver steady income and capital growth. The fund is managed by an experienced team, Adrian Gosden and Chris Morrison, who apply their proven cash flow-based investment approach to invest in companies with strong dividend prospects. The result is an active, concentrated and liquid portfolio diversified across sectors and market caps.

REASONS TO INVEST

Disciplined approach

Equity income managers typically take a long-term view, as reinvested dividends can make a huge difference to returns over time, due to the power of compounding.

Steady income

Dividends are typically much less volatile than earnings and can deliver steady income for investors. Dividend growth has held up consistently in recent years.

Consistent returns

Equity income funds can be a reliable investment in periods of lower growth and market volatility, as companies are often reluctant to cut dividend payments.

Appeal in a low-rate environment

The current UK dividend yield premium over government bond yields is considerable. Low rates support the case for investing in a UK dividend- orientated strategy.

GAM UK Equity Income is a core equity income fund aiming to deliver steady income and capital growth. The fund is managed by an experienced team, Adrian Gosden and Chris Morrison, who apply their proven cash flow-based investment approach to invest in companies with strong dividend prospects. The result is an active, concentrated and liquid portfolio diversified across sectors and market caps.

Hear Adrian Gosden speak on the recent UK Equities panel hosted by Asset TV.

Adrian examines the reasons behind the underperformance of the UK equity market this year and suggests the return of dividends will unlock value in the sector heading into 2021.

EVENTS

GAM has a wealth of insightful thought provoking events. Keep an eye on the events section below, in order to register for the 2021 events we have in the pipeline, or even to catch up on previous events you may have missed.

INSIGHTS

Our investment specialists are among the brightest minds in the industry. Please click on the insights below to learn more about their views on markets and asset classes.

Charles Hepworth Blog
Eurozone inflation eases in February
01 March 2024

Latest headline and core rates fall by less than expected, cooling any talk of pre-June rate cut.

Active Thinking
Active Thinking: Navigating key sustainable investing trends
01 March 2024

Stephanie Maier, Global Chief Sustainability Officer at GAM Investments, delves into the latest sustainability developments, exploring topics such as biodiversity credits, mandatory reporting and labelling.

Charles Hepworth Blog
US Core PCE rises in line with forecasts
29 February 2024

Fed’s preferred inflation measure is still not giving a green light to near-term interest rate cuts.

CONTACTS

Disclaimer: Past performance is not an indicator of future performance and current or future trends. The indications could be based on figures denominated in a currency that may be different from the currency of your residence country and therefore the return may increase or decrease as a result of currency fluctuations. Capital at risk: all financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed. Any reference to a security is not a recommendation to buy or sell that security.