Jonathan Crown
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Jonathan Crown

Portfolio Manager

Latest articles

19 February 2021

Dividend outlook: the capital return mix is key in 2021

2020 was an extremely tough year which had a negative impact on cash flows of economically sensitive and working capital-heavy industries, and thus dividends. The big question is, what will 2021 hold?
20 June 2020

‘Big Tech’ dominance puts index on shifting sands

The changing nature of an index driven by the rise of technology firms, which typically pay low or no dividends, has led to a large structural bias against income investors. So how do they prosper in such an environment?
Read time - 6min
1 January 2020

When banks met FinTech…

For decades banks have benefited from a customer inertia that has provided a cheap and stable source of funding and a high margin payments revenue stream. But these are now at risk from FinTech entrants trying to establish themselves as platform providers for payments, deposit accounts and other banking services. A recent McKinsey study, for example, estimates that payments account for around 30% of global banking revenue, and this is where the digital Payment Service Providers (PSPs) are moving in.

Latest articles

20 June 2020

Jonathan Crown

Portfolio Manager

‘Big Tech’ dominance puts index on shifting sands

The changing nature of an index driven by the rise of technology firms, which typically pay low or no dividends, has led to a large structural bias against income investors. So how do they prosper in such an environment?
Read time - 6min
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