JOHCM UK Equity Income Fund - Q4 2020

Presented by

James Lowen and Clive Beagles

About this talk

After a better quarter for the Fund, James and Clive will look ahead to the world post-vaccine, Brexit and Trump, asking whether inflation may rise from its long slumber. They will also share how the portfolio is positioned for 2021, discuss the growth they see embedded in the Fund within the value part of the market and examine the prospects for a recovery in dividends.

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