Bull, Bear & Beyond – 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 long-term record of outperformance versus the MSCI Emerging Market Index and a growing dividend that is fully covered by income, which offer the scope for a much lower discount when market conditions stabilise.

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About Bull, Bear & Beyond: Each episode features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit.