221. Balance is best, but in an inflationary environment, equities are key FundCalibre - Investing on the go

Matthew Page, co-manager of the Guinness Global Equity Income fund, talks to us about how company dividends are holding up this year. He also covers the fund’s investment process, how it differs from others, how the team makes its buying and selling decisions, and the effect recent decisions have had on the geographic weighting of the portfolio. Matthew also comments on the perennial 'bonds v equities' debate, looks at how some consumer staples’ companies are defying economic norms, and wraps...