Market Matters with Rebecca MacLean, manager of Dunedin Income Growth

In our new monthly podcast, we bring you big picture insights from leading investment specialists, exploring the opportunities, challenges and potential threats shaping investors’ portfolios.

This month, we are joined by Rebecca MacLean, manager of Dunedin Income Growth (DIG), which seeks to deliver resilient income and capital growth, while meeting a strict sustainable and responsible investment approach.

Rebecca is an investment director in the developed markets equity team at abrdn, focusing particularly on UK and European equities. In this month’s episode, we discuss Rebecca's time within the responsible investment industry and the future of the sector, the health of the UK stock market, why UK investors should take a total return approach and the challenges and opportunities in 2025.

00:00 Introduction

01:22 Background to becoming a fund manager

03:09 The future for responsible investing

05:38 The health of the UK stock market

08:46 Where in the UK market are you most bullish?

11:44 Why DIG invests in overseas companies

13:31 The benefits of total return investing

15:48 What surprised you most about 2024?

18:38 How to get more people investing in the UK stock market

20:47 The biggest challenges facing investors in 2025

22:50 The biggest opportunities for investors in 2025

24:31 Further information

24:46 Disclaimer

Our latest market insights: https://www.trustintelligence.co.uk/investor/articles/category/strategy-investor

Insights on the abrdn website: https://www.abrdn.com/en-gb/dig/news-and-insights/insights

Please note that this podcast was recorded on 21 January 2025.