The collapse in returns available from fixed income assets is a major challenge, and the coronavirus shock has driven them even lower. While regulatory and other reasons have kept many investors glued to their traditional exposure, this is a growing problem for Pension Funds, Insurance Companies and others with a long-term horizon. Meanwhile, the attraction of positive, growing and sustainable equity income is compelling. In response, an historic shift by long-term investors from Fixed Income to Equity Income is increasingly likely. Banks: the canary in the mine Bank shareholders are having a tough time. Squeezed margins and weighty regulation have…

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