This week has seen the release of more economic data guaranteed to spook investors but the message from many managers is one of opportunities not fear.
Dividends Jeremy Batstone-Carr, chief economist, Charles Stanley The positive news for investors lies firstly in market valuation and the fact that share prices may be discounting an outcome for profits significantly worse than that which materialises. The second piece of good news revolves around dividends. Company balance sheets (ex-financials) are in significantly better shape than they were in 2008. This suggests that where companies are generating reliable cashflow, for example in the telecoms, tobacco and pharmaceuticals sectors, dividend yields look secure and payments ...
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