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The income opportunity in UK equities, with SCF’s Sue Noffke
In this episode of Trust Issues, we're joined by Sue Noffke. Sue is Head of UK Equities at Schroders and Manager of Schroder Income Growth (SCF). We talk about the opportunity in UK equities, areas of the market that look attractive and Sue's outlook for the year ahead. You can skip to individual questions using the buttons below:
00:00 - Risking warning
01:33 - What is SCF and what do you invest in?
03:40 - How have rate hikes shaken up things for income investors?
06:35 - How have you positioned the portfolio given now we are seeing inflation come down and the potential end of the rate hiking cycle?
09:54 - Are there any areas of the UK market which you think look particularly attractive?
14:46 - Do you see any catalysts for change that can improve UK valuations?
19:22 - How are you invested today on a market cap basis?
22:02 - Have you used gearing given how low valuations are?
28:03 - How wide is the trust's discount today?
Visit the SCF website - https://tinyurl.com/32upjc6t
Read our latest research on SCF - https://tinyurl.com/4wkufw32
Intro music by State Azure, used with permission
View all episodes
By Kepler PartnersIn this episode of Trust Issues, we're joined by Sue Noffke. Sue is Head of UK Equities at Schroders and Manager of Schroder Income Growth (SCF). We talk about the opportunity in UK equities, areas of the market that look attractive and Sue's outlook for the year ahead. You can skip to individual questions using the buttons below:
00:00 - Risking warning
01:33 - What is SCF and what do you invest in?
03:40 - How have rate hikes shaken up things for income investors?
06:35 - How have you positioned the portfolio given now we are seeing inflation come down and the potential end of the rate hiking cycle?
09:54 - Are there any areas of the UK market which you think look particularly attractive?
14:46 - Do you see any catalysts for change that can improve UK valuations?
19:22 - How are you invested today on a market cap basis?
22:02 - Have you used gearing given how low valuations are?
28:03 - How wide is the trust's discount today?
Visit the SCF website - https://tinyurl.com/32upjc6t
Read our latest research on SCF - https://tinyurl.com/4wkufw32
Intro music by State Azure, used with permission