With the pandemic battering the industry left, right and centre, investors could be forgiven for being reluctant to put money in meaningful holdings.
But which companies could prove the exceptions to the rule - and turn out to be good investments? Three experts reveal their choices to Investment Week. Vincent McEntegart, investment manager at Kames Capital Boards of companies have been keen to retain capital and not pay dividends, but we are of the view that the case for income securities will be stronger than ever going forward, particularly with interest rates likely to stay lower for even longer and bond yields lower than ever. That means the demand for assets that have any kind of sustainable income is going to be huge. G...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes