Funds

With a breadth of exposure, the Industrials sector is often perceived as a barometer for the economy. In this insight, the Guinness Global Equity Income team explores the make-up of the sector and the quality characteristics which have resulted in the overweight position in the portfolio. They also explore a handful of enduring secular growth trends which are helping to reduce the Industrials’ cyclicality and drive more sustainable long-term earnings growth.

The Consumer Staples sector features stocks we all know as users of their products - but in this insight, we examine the sector as investors, looking at its underlying industries, growth drivers and investment characteristics, and the opportunity for both growth and income from Consumer Staples stocks.

The semiconductor industry is at an innovation frontier which stretches into a wide range of growth areas. The Guinness Global Innovators team looks at the industry from an investment perspective, examining the market's drivers and opportunities, and explaining how the strategy's emphasis on growth, quality and valuation leads to an overweight in semiconductor stocks.

Guinness European Equity Income Fund Manager Will James explains why income investors should look beyond this sector traditionally favoured for the yields on offer.

In 2012 we wrote a paper discussing the benefits of investing in dividend paying companies and why these income streams were particularly beneficial in periods of market distress. In the current cost of living crisis when every penny matters, we feel its conclusions hold new importance to investors. Learn how to make the most of your investments with dividend stocks.