Portfolio manager Jon Bell explores they key factors affecting equity markets and discusses why equity-income stocks are well-positioned.

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.

Why we believe the time is right for equity income.

Why equity income, why now?

Why income stocks deserve consideration in 2022.

We pick out the potential implications across the investment landscape of faster changes in consumer prices.

We discuss the outlook for income stocks.

We look at recent academic work that underpins the effectiveness of global equity-income investing.

Why equity-income investing has underperformed recently, and why we believe the outlook is more positive.

We summarise the findings of new academic research which we believe underscores the relevance of equity-income investing.

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

The fashion industry is facing growing pressure to clean up its sustainability act.

In mountaineering, the descent is often more hazardous than the ascent. The same applies in equity markets.

Could the performance of dividend strategies revert to the long-term mean after three years of relative underperformance?

What can an optical illusion teach us about investment management?

The UK election offered voters genuinely different options for the first time in decades.

Despite car sales at a record high, we’re not so sure the auto finance industry is firing on…

A look at how much ‘good news’ is priced into market valuations and whether it is deserved.

Why global equity income might offer a solution for cash flow negative schemes.