We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.

Close

registration required

or
for more website access

This content can only be viewed by subscribers and registered users of Investors Chronicle.

Subscribe or register free today

Raising exposure to overseas income

Pedestrian growth will bedevil western economies for years as both governments and consumers struggle to reduce their excessive debts. Interest rates will be kept low as a result at both ends of the yield curve. In such an environment, dividends will become more important to overall market returns. But an important market shift is taking place, with an increasing proportion of equity income being generated overseas. This has happened relatively quickly and is ongoing, and investors need to position their portfolios accordingly.

registration required

visible-status-Subscription-Only story-url-FEATURE_JohnBaronInvestmentTrustPortfolio_091112.xml

By John Baron,
09 November 2012

Print this article
Comments

Related Companies

Register today and get...

Register today and get...
Please note terms & conditions apply