Dunedin Income Growth Trust: positioning the portfolio in today's UK market

Ben Ritchie, Co-Manager of Dunedin Income Growth Investment Trust (DIG), discusses why the trust remains constructive on selected AI beneficiaries, REITs and parts of the defence sector despite a more uncertain market backdrop. He explains why companies such as RELX, Experian and Softcat may benefit from AI-driven demand, outlines the attraction of LondonMetric and Sirius Real Estate, and discusses how the trust is approaching defence-related opportunities. He also reflects on the impact of the Iran conflict, higher oil prices and rising inflation expectations, and why the portfolio remains focused on resilient, high-quality businesses.