Funds

The managers of Guinness Global Equity Income Fund discuss the benefits of investing in dividend-paying companies, and why these income streams are particularly favourable during periods of market distress.

How global equity income can help investors in an inflationary environment  As central banks strive to tame inflation by raising rates, concerns mount over future rate volatility and moderating economic growth. The managers discuss the economic backdrop for this hiking cycle, inflation drivers and expectations, and the potential implications for equity investors navigating interest rate risk.

Nick Edwards, European Equity Income Fund manager discusses the landscape for income in the region.

The Guinness Sustainable Energy Fund seeks capital appreciation by investing in companies that contribute to reducing global carbon emissions. The Impact Report 2022 discloses estimates of the positive impact delivered by companies held in the portfolio in 2021.

Co-managers, Dr Ian Mortimer and Matthew Page detail how innovation spans the products, services, and business model of a company. Rather than simply being synonymous with 'technological advancement', innovation allows firms to create new markets or disrupt incumbents, leading them to experience faster profit growth, higher profit margins and less susceptibility to the economic cycle than their peers.

Co-managers, Joseph Stephens & Sagar Thanki explain the philosophy and process behind the Guinness Sustainable Global Equity Fund.

Investing in China offers investors numerous opportunities, including exposure to China's structural growth themes and relatively low correlation to developed markets. Our co-manager makes his case for investing in China, and how the Fund's disciplined process helps address the risks and challenges with investing in the country.