In this episode, Faith Glasgow, editor of Money Observer, and deputy editor Kyle Caldwell look at the latest fund industry news, including UK equity income funds reducing exposure to oil majors, and Link’s Dividend Monitor report for the second quarter.
The pair weigh optimistic and pessimistic outlooks for dividends and offer their own forecasts. They are joined by Thomas Brown, fund manager of LF Miton European Opportunities.
Brown discusses where he is finding investment opportunities, Europe’s superstar stocks the GRANOLAS, and catalysts for kickstarting the unloved European sector’s fortunes.
Listen to more interactive investor podcasts featuring our own investment experts, fund managers and industry commentators by visiting our podcast page.
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