The latest insights from Dunedin Income Growth Investment Trust managers discuss various topics. Ben Ritchie and Rebecca Maclean highlight the advantage of the UK's cheapness, allowing the trust to purchase high-quality companies at attractive prices. Will Fulton and Jamie Horton discuss the outlook for the commercial property sector, focusing on revaluation, investment recovery, and a supply squeeze. Luke Bartholomew, senior economist at abrdn, and managers Fran Radano, Yoojeong Oh, and Samantha Fitzpatrick share their views on income and the current state of the economy in the Summer Series Global Income Conference.
Alan Gauld, manager at abrdn Private Equity Opportunities Trust, discusses the record levels of dry powder in private markets and the growing imperative for private equity firms to allocate capital. Iain Pyle, manager of Shires Income, explains the proposed combination of Shires Income and abrdn Smaller Companies Income Trust and the benefits to shareholders. Gabriel Sacks from abrdn Asia Focus and Elizabeth Kwik from abrdn China Investment Company discuss the implications of China's reopening not going as planned for the broader Asian markets.
Overall, the insights cover a range of topics including the UK's cheapness, the commercial property sector, income and the economy, private equity markets, and the Asian markets.