The global stocks with market-beating dividends

Brunner Investment trust's Jeremy Thomas gives a run-down of his favourite high yielding stocks from across the globe, including Switzerland, Australia and the US.

Correlation One of the consequences of rising equity markets in an era of low interest rates has been low levels of volatility and high correlation of price movements within the market.  This can be challenging for concentrated stock pickers because we seek to benefit from greater performance dispersion within sectors.  Happily there are also signs that high correlations are beginning to break down.  Sectors where we are finding secular growth, reasonable dividend yields and are rewarded for picking the winners include healthcare, media, technology and industrials. Within the...