Europe ex UK Income: our views on Europe’s dividend outlook
Tom Dorner and Stuart Brown
About this talk
Join us to hear from Tom Dorner, Investment Director and Stuart Brown, Investment Director as they give an update on the ASI Europe ex UK Income Equity Fund and give their views on Europe's dividend outlook. They will cover the performance, activity and outlook of the fund and then open the floor to some questions.
The 3 key takeaways that we would like you to get from this webcast are:
1. The dividend outlook is encouraging
After a challenging year, there’s increasing evidence that European dividends are bouncing back in 2021
2. Economic upside albeit with some risk
There is positive momentum in the European economy, but there are also some longer term risks, suggesting that a balanced approach based around stock picking is best placed
3. Attractive opportunity set for our income approach
European income offers a varied opportunity set that is attractively valued and our distinctive approach to Income investing puts us in a strong position to deliver attractive returns to clients
Unstructured CPD certificates will be available to access from the attachments after the webinar.