2nd May 2020

Dividends are not always the answer

There could be a permanent reset of company behaviour

 

In a week when Shell surprised the financial markets by cutting its dividend for the first time since the Second World War, we discuss the impact of that decision on equity income investors and debate whether this marks a potentially important change of direction for the way that companies manage their balance sheets. That leads on to a review of recent developments in the corporate bond market after its near death experience in the second half of March. You can listen to the podcast by following this link or on the Moses and Methusaleh website.

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These podcasts are the latest in a series of free regular interviews with prominent figures in the investment world, brought to you by Money Makers. You can sign up here to be notified about the next podcasts in both our podcast series, which are free to air – or subscribe on iTunes and other podcast services. Please note that these podcasts should not be regarded as constituting professional investment advice. They are provided for information only.

 

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Peter Seilern

Founder, Seilern Investments

Peter Seilern is the founder and majority shareholder in Seilern Investments, which has $1.5 billion funds under management and a strong record of outperformance over many years. The quality growth investment style his firm’s funds have followed for 30 years are explained at length in his book Only The Best Will Do.

Jonathan Davis

Jonathan Davis

Founder, Money Makers

Jonathan Davis was a financial journalist on The Times of London, The Independent and other national titles before becoming a professionally qualified professional investor.  He is the author of several books on stock market investment and the editor of the annual Investment Trusts Handbook.

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