The attractively-valued UK opportunities for income investors

Brexit discount means strong stocks are cheap

clock
Siddarth Chand Lall of Marlborough
Image:

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...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on UK

Yearly fresh food inflation reached the highest inflation rate since May 2009.

Food costs drive UK shop price inflation to highest level since 2008

Up by 3.1% in June

clock 29 June 2022 • 1 min read
Daryl Liew, CIO at REYL Singapore.

REYL's Liew eyes return to overweight positions in Asian quality growth names

'It's a question of timing'

clock 28 June 2022 • 3 min read
Industry Voice: T. Rowe Price's 2022 Midyear Market Outlook summary

Industry Voice: T. Rowe Price's 2022 Midyear Market Outlook summary

Transitioning to a new paradigm

Ritu Vohora, Investment Specialist, Capital Markets at T. Rowe Price
clock 23 June 2022 • 2 min read
Trustpilot