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Finding solid dividend payers could help mitigate stagflation risk
Dispersion in markets and recent good runs are affecting our quality screens
Investor and analyst sentiment are highlighting an eclectic mix of companies in the UK and US markets this month.
Forecasts can change but some shares look good value for expected growth.
Tobacco giants are among the controversial companies offering attractive income.
Interest rate hikes are priced into valuations, is quality fairly priced?
Shares taking momentum into a new monetary policy regime
Some companies face cyclical challenges but are forecast to deal with them.
Focus on large caps for core income holdings, but choose carefully.
Quality shares can be defensive but interest rate hikes complicate matters
