137. Obsessing about growth stocks and reappraising inequalities in society

Nick Clay, manager of TM RWC Global Equity Income fund, tells us about his new fund, the old favourites he’s invested in, and explains how he achieves a yield 25% greater than that of the market. He discusses reappraising the inequalities in society, interest rates, inflation and the market’s obsession with growth stocks. Finally, he tells us how the income opportunities in the US have grown and where he’s finding opportunities in the technology sector.