Rebecca Maclean, co-fund manager of Dunedin Income Growth Investment Trust, picks out a stock being overlooked due to its UK listing, names a recent new holding, and explains how she's approaching the prospect of interest rate cuts. Watch here: How we are playing the ‘unloved’ UK market (ii.co.uk)
In this second video Rebecca makes the case for one of the highest-yielding firms in the portfolio and explains the benefits of having up to 25% of the portfolio in overseas stocks. Watch here: How we find high-quality shares that deliver resilient income (ii.co.uk)