dividend yield

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...