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Large cap yields in tougher times

Finding solid dividend payers could help mitigate stagflation risk

Cyclical shares staking a quality claim

Dispersion in markets and recent good runs are affecting our quality screens

The market’s call on shares that will thrive

Investor and analyst sentiment are highlighting an eclectic mix of companies in the UK and US markets this month.

Cheaper shares with a positive growth outlook

Forecasts can change but some shares look good value for expected growth.

Dividend payers to fight stagflation

Tobacco giants are among the controversial companies offering attractive income.

Quality shares and the valuation re-set

Interest rate hikes are priced into valuations, is quality fairly priced?

Energy and security stocks for the new era

Shares taking momentum into a new monetary policy regime

Widening the net for reasonably priced growth

Some companies face cyclical challenges but are forecast to deal with them.

Rethinking UK income shares

Focus on large caps for core income holdings, but choose carefully.

Troubled times, quality UK and US shares

Quality shares can be defensive but interest rate hikes complicate matters