Rooks and Investors

This week, we were joined by Emma Mogford, Fund Manager of the Premier Miton UK Monthly Income Fund. We discussed, amongst other things, the relative attractiveness of UK equities in a global context, the role of dividends versus share buybacks and the impact on total returns, the discipline of fund management and the importance of having a plan in place, the case for defence and armaments companies, UK housebuilders and consumer spending, and comparing animal behaviour to investing.