The entrenched pessimism towards UK equities has created an intriguing value case. The dividend yield in particular hovers at about 4%, a threshold which traditionally indicates healthy performance going forward.
Moreover, the UK's average yield is now some 1.5x that of other developed markets. Other measures also point to undemanding valuations. The UK's 12-month forward P/E ratio relative to the MSCI World...
Effective from 1 January
Industry Voice: Many investment portfolios that rely heavily on stock-bond diversification to manage risks may not be protected against inflation surprises. Real assets offer a solution.