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Less access to excess

Let's examine the strange connection between Donald Trump and the rising return on capital that's being generated by UK companies and ask what it means for investors. Obviously, I use the name of the orange-hued New Yorker deliberately (and I write before Tuesday's vote), although I could have chosen from several others, such as Marine Le Pen, Geert Wilders or even Nigel Farage.

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By Mr Bearbull,
09 November 2016

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Mr Bearbull

The latest 'Mr Bearbull' started writing the column in 1998, but began his City career in the 1970s. He has worked as an analyst and a fund manager as well as a journalist - which might explain the market-beating performance of his income portfolio.

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