Last spring, I highlighted that UK equity income investors would require a differentiated strategy with a high exposure to cyclical sectors (in particular, blue-chip mining shares) to achieve sustainable returns while protecting their capital.
As interest rates and inflation expectations continue to harden, this strategy still has much merit. Since then, the UK equity income sector has experienced a number of shocks as several of the traditional...
High conviction approach
Effective from mid-July
Managers who have 'seen it all'
Decision expected 20 June
Latest news and analysis