An optimal combination.
(Reading time: 3 - 6 minutes)
Dividend Strategy Asia. High-yielding assets are desperately sought at the moment. George Gosden, portfolio manager at Columbia Threadneedle, advises investors to look to Asia. Not only is the long-term economic environment right there, but there are also attractive dividend yields from high-growth companies.
"Those who pursue a dividend strategy in Europe," explains George Gosden, "usually end up with companies with a solid business model but no growth prospects. On the other hand, those that are growing strongly often don't pay dividends. That doesn't satisfy me, though."
The head of Asia ex-Japan equities and fund manager of the Asian Income fund at Columbia Threadneedle looks for high-growth companies that also offer attractive dividend...