Alexandra Morris, CIO at SKAGEN Funds, dives into global equity income.
Income has not been easy for investors to find during the pandemic. Bond yields have remained stubbornly low despite rising inflation while shareholders have seen dividends payouts vary wildly as countries and sectors plot differing paths to recovery. Thankfully 2022 looks to be a better harvest for those seeking yield. A recent report from IHS Markit forecast payouts globally to grow 6% this year, led by the US - a prediction currently being validated by US companies on track to report record revenues. Meanwhile, strong performance from higher yielding sectors such as energy, indust...
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