UK income

Miners in particular

UK economy showing signs of distress

'Big adjustment in markets'

Those adapting to disruptive environment

Higher returns expected going forward

Low interest rate environment

Quantifying pessimism and complacency

Expect to see more special dividends this year

Political and market shocks

The current stockmarket cycle, which began in the depths of despair in March 2009, is now the third longest in history.