LONDON -- Owain Bennallack and Maynard Paton discuss the difference between the dividend yield of the FTSE 100 (INDEX: ^FTSE) and the current income from government bonds. This "yield gap" ratio has signaled buying opportunities before, but what does it tell us now? Companies mentioned include BP (BP 0.76%), GlaxoSmithKline (GSK -0.48%) and Vodafone (VOD -0.14%).

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