Portfolio Manager, Simon Sharrott, discusses how dividend cuts during the COVID-19 pandemic are impacting income investors.
During times of market stress, it is important to evaluate and analyse what the opportunity set looks like going forward. This article looks at the opportunities the current market turmoil will unlock.
Simon Sharrott, Joint MD (Guernsey) & Portfolio Manager, questions whether India’s slowing growth is a cause for concern given its pro-growth government and the monetary and fiscal levers at their disposal.
With interest rates and trade wars causing challenges to monetary policy, Simon Sharrott, Joint MD (Guernsey), highlights the struggle for central banks.
Simon Sharrott discusses emerging market debt in this week’s comment.