Nick Davis, Fund Manager of the Polar Capital European ex-UK Income Fund, explains why after a difficult two years for income investors, the outlook for the European dividend landscape is now a lot more compelling, with plenty more room for growth over the long-term.

Against this backdrop, Nick also highlights how the Fund is well-placed to take advantage as defensive dividend players re-rate, while offering an attractive yield to investors faced with inflationary pressures and high valuations in many parts of the market.