UK equity income continues to look relatively attractive in a world of low interest rates and low bond yields.
At the moment, I am finding value in a number of pockets across the market - including the oil & gas, financials and telecoms sectors - but a lot of my recent positioning has been oriented towards increasing sterling exposure via a number of deep-value...
Karsten Bierre warns of dangers of 'picking the winners'
Despite outcome of French elections
Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.
Corporate backdrop favourable
The casual observer of recent dividend trends in the UK may be forgiven for believing the income outlook has improved dramatically.
Aviva Investors' Balfour looks at UK equities