dividend yield

Bouncing back from the market correction of last year, the first half of 2019 has been positive for global equities.

Attractively valued opportunities for investors

Guide to equity universe

UK equities continue to be buffeted by the Brexit debate, with this coming on top of a global risk-off trade sparked by rising rates in the US, the US-China trade war and other idiosyncratic events.

One of the great benefits of income investing is the valuation discipline it naturally incorporates into the process by looking/screening for companies that possess a high dividend yield.

Took over from Koch in October

Having met a number of clients recently, it is interesting to observe that views are fairly consensual - significant bearishness on bonds (so significant as to encourage a contrarian to be long bonds?), nervousness about equities (although fully invested...