In this latest video update, Ben Lofthouse, CFA, Co-Portfolio Manager of
the Global Equity Income Fund, believes that the US Presidential
candidates’ rhetoric is, overall, proving supportive towards investor
sentiment and that European equities offer some attractive income
opportunities. Lofthouse also looks at sectors that could benefit from
the US Presidential candidates’ planned spending increase, European
stocks that may not fully reflect the low interest rates across the
region and the potential for dividend growth from Japanese companies,
given low payout ratios.