In recent months, investors have reacted to a perceived bout of increased uncertainty in global markets as the short-term mood has shifted from one of championing synchronised global growth and reflation to one more of nervousness around emerging markets...
It has been a turbulent few years for UK income investors.
Pharma sector and specialist managers among picks
The UK macro landscape is anything but settled. As Brexit D-Day fast approaches and signs of any tangible progress yet to materialise, markets are gearing up for a prolonged period of uncertainty and confusion.
Stronger underlying dividends
Artemis's Frost: 'The last five years have seen the biggest changes to the competitive landscape for companies'
Manager duo on portfolio trends and the unloved UK market
High conviction, value strategy
£1.2bn exited UK equity funds in May
Next withstanding pressure
UK funds saw stronger performance
Moved down to Bronze
Cyclical UK market
Brexit negotiations weighing
Reid heading back to university
Also invested in Liontrust
One of the great benefits of income investing is the valuation discipline it naturally incorporates into the process by looking/screening for companies that possess a high dividend yield.
Payouts from oil majors and miners
Dividends rising again following cut
Allocations to UK fallen to record lows
Difficult trading environment
Investors 'loathe' UK equities
IA UK Equity Income sector average down 3.9%