As economies begin their recovery, where can investors find income in 2021? This is the topic we discussed with Newton’s Paul Flood, in our Meet the Manager webinar earlier this week.
Paul explained how he managed the portfolio in 2020 and talked us through where he is finding yield opportunities at present. He also explored some of the themes within the portfolio and how ESG plays an important part in their approach.
We have summarised the key points from the discussion in our latest client-approved Investment update, which looks at:
• The current environment for income investors
• Portfolio themes, particularly focussing on climate change
• How ESG factors are incorporated into the strategy
If you missed the webinar, you can catch it on demand here.