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Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
This isn't the first and probably won't be the last time we've wondered aloud why UK investors seem so shy about putting a proper amount of money into US equities. There are many possible explanations, but here we consider whether it might be the lack of dividends that is holding people back. Could there be a simple solution to this, and could investors achieve a better level of portfolio diversification, and growth potential, if they could overcome this quite understandable preference?
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