Each week, a professional investor tells MoneyWeek where he’d put his money now. This week: Gerard Sweeting, director of wealth management, Charles Stanley.
As we see further signs of life in developed economies, the perceived wisdom is that we can expect reasonable rates of return in equity markets over the medium term. We believe Britain will see both business investment and wages grow faster than the rate of inflation for the first time in a few years.
This should be good for corporate profit growth and, in turn, dividend growth. Global dividend payments topped $1trn in 2013, according to Henderson [...]
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