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UK Equity Income Bulletin

Ongoing lockdowns and the risk of new variants of Covid-19 held the market back in January. 

  • James Lowen
  • Clive Beagles
01 Feb 2021
View PDF   Download PDF  
View PDF   Download PDF  
  • Ongoing lockdowns and the risk of new variants of Covid-19 held the market back in January.
  • With greater certainty over Brexit, the vaccination rollout and the Biden administration’s agenda, we continue to expect markets to generally look through the economic impact of the current lockdowns and to concentrate upon the likely recovery.
  • The increasing signs of building inflationary pressures will also, in time, begin to impact bond yields, discount rates, and consequently stock market leadership in favour of cyclicals and financials.
     

Disclaimer


For professional investors only. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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