The perfect investments for gamers that like to snack…, April 2023

James Harries, manager of Trojan Global Income, gives us an introduction to the fund and the type of companies he invests in. He tells us about the outlook for global equity returns and the increasing importance of dividend investing and explains why a firm’s dividend policy can tell you a lot about company management. He finishes the interview by revealing why Pepsi’s snacks – rather than its fizzy drinks – are key to its investment credentials and why the latest Super Mario film is proof of Nintendo’s drive to monetise its intellectual property.