Key takeaways:

• GEI strategies, which have historically obtained higher yields from regions outside of the US, have been impacted by US equity market outperformance
• Investor concerns relating to Italian elections and Brexit have created a ‘fantastic’ value opportunity within Europe
• Market uncertainty highlights the need to diversify by county and sector across a range of companies trading at attractive valuations
• Dividend growth expectations appear underpinned by strong cash flow from corporate earnings

Video filmed on 8 October 2018