In this episode of Trust Issues, we speak to Thomas Moore, Manager of abrdn Equity Income (AEI). The trust pays a high yield and we talk through how Thomas looks to achieve and maintain that. We also look at the UK market more broadly and ask if there is anything which can cause a rerating in valuations.
00:00 - Risk warning
01:00 - Overview of AEI
06:00 - Avoiding value traps
10:15 - Is gearing still generating positive carry?
12:50 - Will anything drive a rerating in UK stocks?
17:20 - Do any areas of the market look more attractive today?
19:10 - Why invest in AIM?
22:22 - Do higher rates mean a better outlook for value stocks?
