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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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INVESTMENT IDEAS

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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.

ver todos los eventos

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.

Opiniones de inversión
¿Cómo podría afectar la revolución de la IA a la ESG?
13 de diciembre de 2023

Stephanie Maier, Directora de Sostenibilidad de GAM Investments, analiza la amplia gama de oportunidades potenciales que la inteligencia artificial (IA) podría ofrecer en el ámbito de la inversión sostenible, así como algunos de los riesgos que habrá que mitigar.

Opiniones de inversión
The Disruptive Strategist: El auge de los adelgazantes GLP-1
30 de noviembre de 2023

Los fármacos adelgazantes GLP-1 están transformando el panorama sanitario. Algunos analistas predicen que el mercado contra la obesidad puede convertirse en el mayor mercado farmacéutico de la historia, mientras que, por otro lado, las cotizaciones de las empresas de dispositivos médicos, en particular las especializadas en el tratamiento de la diabetes y la obesidad, empiezan a sentir la presión. Kevin Kruczynski, de GAM Investments, analiza el considerable impacto de los fármacos GLP-1 en el sector sanitario.

Opiniones de inversión
COP28: ¿Es el momento de corregir el rumbo?
29 de noviembre de 2023

La Directora General de Sostenibilidad, Stephanie Maier, expone sus esperanzas y expectativas para la COP28, en la que cada vez se presta más atención a las inversiones necesarias para facilitar la transición a una economía neta cero.

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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.

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