In Conversation January 2024


Managers Alan Dobbie and Carl Stick review 2023 and look ahead into what they think will be a fascinating and eventful 2024. They make the case for UK Equity Income in a world where cash in the bank pays 5%, and discuss just how undervalued the FTSE appears to them – and to UK CEOs. Along the way they also discuss Environmental Social and Governance influences, a wave of elections, share buy-backs and, of course, dividends.

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