Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income
Far From The Finishing Post
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Portfolio Changes Since We Last Speak to You
We've seen quite a rally in some of the more domestic or more cyclical names in the UK, but actually some of the staples names are derated. So we were pretty impressed last year with how the consumer staples companies have fared. And as inflation starts to roll over and price rises start to come through, there's a real opportunity for these businesses to repair their margins. I just think when you see some of these very steady, resilient businesses that it continues to churn out good growth and good dividend growth that have been derated, I'm starting to find them much more attractive. We became investors in London Stock Exchange Group is one of the premium data businesses in the world. Incredibly
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