Absolute return ‘continues to disappoint’
As UK equity income investors, one sector we have found attractive is data or information service providers, which offer services to either corporates or consumers.
Political risks and High Street changes
Equities saw a relatively indiscriminate sell-off in Q4 of 2018, with increased volatility and widening valuation spreads.
Could benefit from a 'Brexit bounce'
Biannual rankings published
Six global names among top ten sellers
GARS fund overtaken as largest fund
Fund lost 10.57% last year
Tough year for active fund managers
Became CEO in 2013
Potential tilt to large cap
Equity markets have seen a setback over the past couple of weeks, led by the US, and this has also hit the UK equity market.
Stewart Investors among casualties in latest reshuffle
One of the reasons income investing has done so well in the long run is that it is a form of value investing.
Latest findings from AJ Bell
The sectors to look out for
Fundscape analysis on fund distribution
With 55% of FTSE 100 dividends forecast to come from just ten companies in 2018, it is not surprising many UK equity income strategies are disproportionately invested in a relatively small number of large-cap stocks.
Negative retail sales in August
Despite two years passing since the Brexit referendum, we are still some way from knowing how the UK's relationship with the European Union (EU) will evolve in the next few months and years.
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...