Troy UK Equity Income Strategy Newsletter No 15

One area where concern about Artificial Intelligence (AI) has been particularly acute is 'information services' companies: businesses that collect, organise, and sell data and analytics to professional customers.

8 mins

Troy UK Equity Income Strategy Newsletter No 14

Buybacks, valuation, and the UK equity market Over the past decade, there has been a persistent drumbeat of…

11 mins

Troy UK Equity Income – Protect & Grow No.13

The Rise of Intangibles There has been a long-term shift from tangible to intangible investment in our global…

12 mins

Troy UK Equity Income – Protect & Grow No.12

What’s in a margin? Profit margins are sometimes spoken of as synonymous with business quality; high margins =…

10 mins

Troy UK Equity Income – Protect & Grow No.11

Back in 2017, the Lex column at the FT speculated that companies rarely in the headlines make better returns than those frequently on the airwaves.

13 mins

Troy UK Equity Income – Protect & Grow No.10

The re-emergence of the Chinese economy onto the global stage has been one of the dominant themes for markets since I began my investment career in 2007. It is hard to believe that it was as recent as 2006 that China’s nominal GDP overtook the UK’s!

8 mins

Troy UK Equity Income – Protect & Grow No.9

Prioritising sustainable dividend growth over high yield A key pillar to the quality approach to equity income we…

4 mins

Troy UK Equity Income – Protect & Grow No.8

With high interest rates, stubborn inflation, declining house prices, and alarmist media headlines, it is no wonder that negative sentiment hangs over the UK equity market.

2 mins

Troy UK Equity Income – Protect & Grow No. 7

It has been a positive start to the year for markets – almost every major equity index is up year to date. Nevertheless, we are mindful of the consequences of the fastest interest rate hiking cycle in over forty years.

8 mins

Troy UK Equity Income – Protect & Grow No.6

I hope that readers had a good festive break. We return refreshed and ready for 2023. In this…

11 mins