Fund will now focus on higher yield and will increase its number of holdings
David Clark returns to fund management
After a torrid Q4 amid a global sell-off, we see plenty of reasons for sustained optimism for the rest of 2019.
As UK equity income investors, one sector we have found attractive is data or information service providers, which offer services to either corporates or consumers.
Political risks and High Street changes
Equities saw a relatively indiscriminate sell-off in Q4 of 2018, with increased volatility and widening valuation spreads.