UK markets, value stocks, Imperial Brands and Galliford Try with abrdn Equity Income Trust | Ep.125

In this episode, host Stuart Fieldhouse meets Thomas Moore, Investment Director for the abrdn Equity Income Trust. They discuss the balance between yield and capital growth, hunting for value stocks in the UK equity markets and how the UK budget, interest rates and inflation affect the fund manager's decision-making.

Thomas gives his thoughts on the ideal stock and discusses the case for Imperial Brands and Galliford Try.

Visit ‪@AberdeenInvestmentTrusts‬ for more from their fund managers.

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00:00 Intro to abrdn Equity Income Trust
01:57 Balance between yield and capital growth
05:00 Is the UK equity market undervalued vs other regions?
08:48 Sector breakdown of the trust - why so many financial stocks?
11:38 Active management - getting the yield
12:39 Maximum holdings in any one stock
13:40 UK equities and the new administration
17:24 Does the UK budget affect Thomas's decision-making?
21:32 Inflation and interest rates dropping - is this good news?
24:23 The ideal stock for Thomas's portfolio
27:13 Imperial Brands - what does Thomas like about it?
31:03 Small caps in the portfolio - Galliford Try