Continuing Brexit uncertainty drives up prices
Which funds made the cut?
Rathbones, Schroders and HL rallied last month
Reintroduced British American Tobacco and Imperial Brands to portfolios
Traditional sources of investment income are facing structural issues, while the alternative income sector is booming.
Opportunities abound despite Brexit uncertainty
Retail companies could exceed expectations
We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.
Impact of political turmoil and Brexit
As May agrees 31 October extension
'May see success of unpopular calls once again'
Opportunities in domestically oriented stocks
UK equities had a positive start to 2019. While this can be partly viewed as a rebound after 2018's difficult final quarter, what is likely to have been most significant is an extraordinary U-turn by the US Federal Reserve.
AUM dropped 6%
Total net inflows of £42.6bn
Absolute return ‘continues to disappoint’
Fund will now focus on higher yield and will increase its number of holdings
David Clark returns to fund management
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.
Will 'red top' worst offenders