Utilico Emerging Markets Trust in 60 seconds

Edison’s investment companies team recently published a review on Utilico Emerging Markets Trust (ticker: UEM). The trust’s managers, Charles Jillings and Jacqueline Broers, report that UEM’s utility and infrastructure investments are performing well, and believe that they are relatively well positioned in the current uncertain macroeconomic environment given their high-quality, cash generative assets. Many portfolio companies have a domestic or regional focus and so should be relatively insulated from US tariffs. The outlook for emerging markets remains encouraging, with above-average growth prospects and attractive valuations. UEM has a long-term record of outperformance versus the MSCI Emerging Markets Index and a growing dividend that is fully covered by income, which offer the scope for a much lower discount when market conditions stabilise.

< Previous

You may also be interested in these:

Investment Companies

01.05.24

Utilico Emerging Markets in 60 seconds

Subscribe to Edison

Get access to the very latest content matched to your personal investment style.

Equities

Equities by Sector

Sectors

Thematics

Latest

Hybrid Air Vehicles – Redefining air travel and air freight

The humanoid revolution walking your way: How robots are stepping out of science fiction

From gold to gold miners: Extracting higher returns in the current bull run

Audiovisual

Latest