Oct 12, 2018
In this podcast, Steve Magill, fund manager at UBS Asset Management provides an overview of the philosophy and process behind the UBS UK Equity Income Fund and provides a comprehensive overview of of the asset class in the current market.
Steve discusses recent performance of the fund, its current positioning and outlines some stock examples in his portfolio. He also considers some of the opportunities and challenges investors face in obtaining reasonably priced equity income today. He also explains why he believes that value-style managers may about to experience some beneficial tailwinds.