Investors are being urged to carry out extra due diligence on global equity income funds on fears of 'disproportionately rising stock risk', as the sector's average exposure to UK-listed names reaches a three-year high.
Critical source of return and risk reduction
A so called 'dash for trash' could see investors that are focus on 'quality income' in US markets underperform in the coming months, according to Stephen Thornber, fund manager at Columbia Threadneedle.
Falling shares around the world
When Abenomics was launched and large-scale QE introduced to much fanfare a few years ago, the bold message communicated was we could expect monetary policy easing on a scale not previously seen.