The attractively-valued UK opportunities for income investors

Brexit discount means strong stocks are cheap

Siddarth Chand Lall of Marlborough

Siddarth Chand Lall of Marlborough

Concerns over slowing global growth have seen 'safe haven' assets perform well over the past six months.

Such is the demand for these assets that about 30% of the bonds issued by governments and companies worldwide (almost £14trn worth) are now trading on negative yields. This has made gold, which offers no income, look relatively attractive as a store of value. But the price has already had a strong run this year, up 17.5% at the time of writing, and some investors will be wary about buying at these levels. How to Brexit-proof a portfolio Meanwhile, as a result of Brexit uncertainty, UK equities now trade at a significant discount to both historic averages and comparable developed ma...

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