Name: Responsible Global Equity Income webinar
Uploaded: 2022-07-20
Duration: 53 min
Description: In the context of high inflation and market volatility, portfolio managers James Dow and Toby Ross discuss current views and explain how focusing on long-term income growth remains critical to facing these challenges.

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Read the transcript

Introduction

A quick reminder on the strategy (Toby)

Impact of inflation (Toby)

Recent operational performance and portfolio changes (James)

What if there is a recession? (Toby)

Prospects for income (James)

A reminder of our ESG framework (Toby)

Some examples of engagement (James)

A total return strategy used as a core global equity fund (James)

Comment on recent performance vs. peers (James)

Conclusion (Toby and James)

https://video.bailliegifford.com/RGEI_Webinar_24714_10012884_20220719T145349Z_1080p.mp4

In the context of high inflation and market volatility, portfolio managers James Dow and Toby Ross discuss current views and explain how focusing on long-term income growth remains critical to facing these challenges.

Overview

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