Strong companies offer exciting opportunities for discerning investors

After a volatile start to the year, global markets began to make significant gains in March as they ...

After a volatile start to the year, global markets began to make significant gains in March as they responded to a number of catalysts in the form of coordinated global policies to inject sufficient liquidity to support markets. However, the nature of the companies leading this rally should preclude them from inclusion in those income funds aiming to deliver sustainable yields without undue risk to capital. After hitting a new low in early March, the FTSE All Share saw a marked change of tone, with a strong recovery in economically cyclical areas and a sell-off in defensive industries s...