Ben Peters, co-manager of the TB Evenlode Global Income fund, discusses inflation and says that while very little can be done to help in the short term, in the long-term, equities – and in particular companies that can generate a sustainable dividend – are not a bad place to be. Ben tells us about a recent trip to the US and meetings with the management of Mastercard and Analog Devices. He then reveals whether supply chain issues are improving, before discussing the immediate outlook for markets and the type of companies he hopes will see the fund through a difficult period.

What's covered in this episode: 

• How companies that generate dividends can help investors combat inflation
• Which sectors of the global economy have been impacted most by cost increases
• The companies the team met on a visit to the US
• What the team learned about Mastercard’s business
• Why the team is watching a business called Analog Devices
• How asset-light businesses can give protection against inflation
• What companies are saying about supply chain issues
• Why companies are using cash flow to secure prices and supplies
• The reason why the fund is invested in just 33 companies today
• The manager’s outlook for markets
• The fund’s approach to net zero
• Why infrastructure is key to renewable energy story

More about this fund:
TB Evenlode Global Income fund invests in companies from all over the world. Managers Ben Peters and Chris Elliott aim to balance the income received today with future dividend growth and take a long-term approach, focusing on quality, cash-generative businesses. They define quality companies as those with three characteristics: asset-light business models; high barriers to entry which can’t be disrupted easily; and finally, their customers’ decision to buy their product or service should not be determined completely by price.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.