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3min chapter
Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income
Far From The Finishing Post
The New Regime of Incumbency
Blake: We're entering more holistically. I think one of the things that we've been talking about is this time of incumbency actually. For a long time when your cost of capital is zero, or very close to zero, it's disproportionately benefited two types of companies. He says there will always be high growth winners and innovation doesn't sleep. But he thinks with cost of capital being zero, businesses that have not made cash flow for many years are going to find it difficult to fund themselves.
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