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...
Headed up by Penny Kyle
Ex-Standard life manager Angela Burns
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Talking Strategies: The number of companies in Asia with higher payout ratios have grown since the mid-1990s, but some investors remain wary of searching for income in Asia and Japan. In this video, Jupiter's Jason Pidcock and Dan Carter explain why this...