This is a non-independent marketing communication commissioned by Schroder Investment Management. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.
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?
Kepler Trust Intelligence provides research and information for professional and private investors. In order to ensure that we provide you with the right kind of content, and to ensure that the content we provide is compliant, you need to tell us what type of investor you are.Read the full article