Royal London Asset Management (RLAM) Equity Income fund manager Martin Cholwill believes there is a danger of investors concentrating too heavily on pension deficits when looking at UK companies - despite the fact deficit figures have spiralled in recent...
Uncertainty about what Trump may do
Increased demand for currency diversification
UK income hunters face headwinds of historical proportions: 10-year gilt yields hit an all-time low of 0.5% on 12 August, accompanied by a similarly record-breaking feat from sterling corporate bonds of 2.3%.
As we have clearly seen in the UK this year, as equity markets go up, yields go down.
Benefitted from sterling weakness
Has the currency reached a bottom yet?