UK — Yield Attractions
- The 3Cs — "Conundrums, crossovers and cults. The centre of debate in financial markets. Suggests value in equity, especially in yield compared to other assets."
- Yield strategies — "We look for companies which offer income and growth. Next, Unilever and BP feature. UK “Big Guns” look attractive in absolute terms."
Pan-European — Job Application
- Mega-traps — "European mega-caps have underperformed for 10 years. Long time. Applying for post of President of European Mega Inc. to drive value creation strategies."
- Mega-shrink — "No flow to European equities from capital allocators. Headwind for mega-caps. Need to generate own excitement (growth) or shrink equity to perform."
- The 3Cs — "Conundrums, crossovers and cults. The centre of debate in financial markets. Suggests value in equity, especially in yield compared to other assets."
- Yield strategies — "We look for companies which offer income and growth. Next, Unilever and BP feature. UK “Big Guns” look attractive in absolute terms."
Pan-European — Job Application
- Mega-traps — "European mega-caps have underperformed for 10 years. Long time. Applying for post of President of European Mega Inc. to drive value creation strategies."
- Mega-shrink — "No flow to European equities from capital allocators. Headwind for mega-caps. Need to generate own excitement (growth) or shrink equity to perform."
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