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UK Equity Income Bulletin

Continued strong economic prints, rising commodity prices, increased inflationary expectations and steepening yield curves were all features in May.

  • James Lowen
  • Clive Beagles
31 May 2021
View PDF   Download PDF  
View PDF   Download PDF  
  • Continued strong economic prints, rising commodity prices, increased inflationary expectations and steepening yield curves were all features in May.
  • Bond yields were under pressure during the latter part of the month, which meant the pause in the rotation towards areas of the market where the Fund has higher exposure continued.
  • However, recent economic data coupled with continued positive stock specific news flow suggest this is a lull before another move forward in both bond yields and further rotation.

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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