RE: FT headline re house price increase8 Nov 2023 07:22
Steve, if I had to pick the one stock if I was given only one choice, it would be LGEN. It's got a great record of progressive dividends. The Insurers paid out even during Lockdown. (I've been in and out of Aviva when I thought it offered better value than Lgen) profitably. It's pretty rock solid financially (the Regulators would have it no other way), and will benefit from the Pensions knee trembler in that short lived Truss/Kwarteng regime.
He's brilliant and was spot on, but the previous two (Boris/Rishi) had emptied the Treasury with their Lockdown payments, and the UK Bond markets took it badly.
Lgen and Phnx are in my Portfolios. MNG offers a good yield, but (bar a takeover) will fight the passive investment tide over time.