Inflation, dividends and spotting the controversy, July 2024

Nick Clay, manager of TM Redwheel Global Equity Income, discusses the current state and future outlook of global dividends, in this interview. He explains the strategy’s philosophy of "buy the controversy and sell the consensus," emphasising the importance of investing in quality companies during temporary setbacks. The strategy maintains strict investment disciplines to avoid overvalued, popular stocks, instead focusing on companies with attractive dividends. Finally, Nick shares his views on potential market volatility due to inflation and interest rate challenges in the second half of the year