While the yield attractions of equities have rarely been so strong relative to bonds, it is undoubtedly right that a significant amount of commentary is currently devoted to record levels of net debt and shrinking dividend cover.
In aggregate this is impossible to refute, but we note just how concentrated the majority of debt is within the UK market. This means that through a focus on net cash balance sheets and superior free...
Industry Voice: Tapping into the forgotten EM opportunities
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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