Allianz: Buy UK Equities For Income

Despite Brexit concerns, the FTSE 100 yields almost 5% and Neil Dwane, global strategist at Allianz, thinks now's the perfect time to snap up some bargain stocks

David Brenchley 21 December, 2018 | 8:34AM

Ryanair plane, Ryanair share price, easyJet, FTSE 100, dividends, yield, UK stocks

Investors should ramp up their search for income in 2019, according to Neil Dwane at Allianz, as dividends will be a more important part of investors’ total returns next year. And Dwane calls the FTSE 100 a prime market in which to go hunting for high-yielding bargains.

After a decade of easy money made in rising equity markets, there are headwinds on the horizon. Interest rates continue to creep higher, volatility has picked up and earnings growth is predicted to slow dramatically. As a result, “the re-rating of equity markets is over”, claims Dwane, global strategist at Allianz.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Allianz Global Fdmtl Strat RT2 H GBP122.95 GBP-0.19
ASOS PLC3,390.00 GBP0.00
BP PLC296.65 GBP0.00
easyJet PLC663.40 GBP0.00
EVRAZ PLC305.30 GBP0.00
GlaxoSmithKline PLC1,597.40 GBP0.00
Imperial Brands PLC1,407.00 GBP0.00
Persimmon PLC2,656.00 GBP0.00
Royal Dutch Shell PLC B1,217.80 GBP0.00
Ryanair Holdings PLC10.75 EUR0.00
Taylor Wimpey PLC143.70 GBP0.00
Thomas Cook Group PLC  
Vodafone Group PLC126.90 GBP0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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