Royal Dutch Shell

European companies 'better engaged in transition' than North American ones

Turned over 40% of fund

Slight recovery in investor confidence

I cannot count the times I have burnt my fingers investing in oil stocks in the last ten years. Ever since oil started its decline from $150/bbl to less than $30/bbl and back to $75/bbl, there have been multiple tactical rallies that disappeared as fast...

One of the reasons income investing has done so well in the long run is that it is a form of value investing.

Bias towards income payers

Focus shifting towards sustainability

Cyclical UK market

What was behind the market bouncing back?

Political uncertainty an issue