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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.

GAM Italian Academy
Cina, motore della crescita mondiale nel 2021: uno sguardo indiscreto dietro le quinte del successo economico cinese
Mercoledì 16 dicembre ore 18:00 CET Time

Cina, Capitalismo, Covid: le tre C di un sistema che sta sorprendendo il mondo. Cosa si nasconde dietro la ripresa economica cinese?

GAM Italian Academy
Dopo le elezioni USA, quali prospettive e rischi per l’Europa?
18 novembre

Debora Rosciani e il Professor Codogno discutono l’impatto che le elezioni USA avranno sugli scenari economici globali.

Vedi tutti gli eventi

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.

I Soldi in Testa
I Soldi in Testa: Lezione N˚552
25 luglio 2024

Abbiamo cambiato il mondo, non la testa delle persone

L'Alpha e il Beta
LAlpha e il Beta: The whataboutery begins
22 luglio 2024

The whataboutery begins

La Musa Dei Mercati
La Musa dei Mercati: Non solo Tech
19 luglio 2024

Non solo Tech

Vedere la pagina della ricerca

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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