The UK may have one of the highest dividend yields globally with the spread above bonds near record highs, but Blake Hutchins, portfolio manager on the Investec UK Quality Equity Income fund, asks if this could soon be under threat.
The FTSE All-Share index is off some 18% from its high in April 2015 at the time of writing, yet having called the top of the market successfully the key question to answer is when do we want to start to invest our high levels of cash?
Hired Lee as head of UK wholesale last year
Investment bank Liberum downgrades groups
Julie Dean, fund manager at Sanditon Asset Management, takes a closer look at the performance of the banking sector in 2016.
Reported record net flows for 2015
UK indices have been caught in the eye of the storm and are down more than 8% since the start of the year at the time of writing.
Stance remains Brexit should be avoided