GAM's Gosden: The next 12-18 months will be 'once in a generation opportunity' for UK equity investors

Unprecedented levels of corporate activity in the London market promise a busy summer in the City

The headline-grabbing bid for WM Morrison by US private equity giant Clayton, Dubilier & Rice made the City of London sit up last week, as the supermarket stalwart became the latest target in an unprecedented upswing of interest in UK companies.  The offer - regardless of whether or not the deal comes to fruition - is just one of a flurry of bids in the UK equity market at the moment.  After five years out of favour, the UK market is firmly back in vogue, principally because valuations in this market are currently at 50-year lows. UK dividends set to recover (If you know where to l...