2019: The good, the bad and the surprising
Mark Whitehead, Portfolio Manager and Head of Income at Martin Currie, provides his thoughts on the major investment themes for income investors to keep an eye on.
As income investors, we’re naturally always looking for sectors that can generate strong dividend growth.
Income as a style may well have lagged the tech-led bull market for the last two to three years, but we are now starting to see signs of improving prospects for dividend-producing sectors, such as utilities, telecommunications and healthcare.
Healthcare is a particularly interesting area of focus for us, and one where we should see solid dividend growth in the coming year.