Equities

The current stockmarket cycle, which began in the depths of despair in March 2009, is now the third longest in history.

Runs £6.5% Global Dividend fund

All UK assets recorded negative sentiment

Trends in second quarter this year

Equity markets worldwide keep nudging record highs despite political anxieties - nuclear explosions in North Korea, Brexit implosions in Europe and Trump outbursts in the US.

More risky than political problems

Opportunity to achieve sustainable margins

iPhone X slated for launch on November 3

Adding cash and protection

NN Investment Partners' Robert Davis asks if the market has fallen in love with the 'story' at the expense of remembering valuations.