Deep Dive: Global equity income can insulate a portfolio

More exposure to value

Helen Bradshaw, multi-asset income portfolio manager at Quilter Investors, dives into global equity income.

The first few weeks of 2022 saw risk assets suffer as markets grappled with a more hawkish tone from central banks. The prospect of monetary policy tightening more quickly than anticipated ignited questions around the sustainability of current lofty valuations, particularly in relation to growth stocks, leading to a marked rotation in equity markets.  With many growth stocks and long duration assets benefiting from a low rate, low inflation environment for so many years, many are wondering where they can seek shelter within a portfolio, particularly if we are in for a period of  meaningf...