It has become increasingly difficult to find value among equity income stocks as investors, starved of income from traditional sources like bonds and deposit accounts, and liberated pensioners searching for an alternative to crummy old annuities, have turned to equities to make up the shortfall.
Equities which pay a dividend have become very expensive and - because companies know that the higher the dividend they offer, the more support their share price will get - companies are paying out as...
Retail companies could exceed expectations
Debt has become the opioid crisis of the global economy.
Bond investors spent most of last year transitioning towards a more fundamentally driven approach to selecting assets.
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.
We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.