** Theories of a 'Great Rotation' out of bonds - andhigh-yielding bond-like equities - long gone judging bybulge-bracket strategy this week
** Citi says UK equities paying dividends now cheapest in100 years relative to bonds Chart: http://link.reuters.com/baq83w
** BAML declare 2015 "the death of zero" for governmentbonds, predicting explosion in negative yielding debt thoughyear
** 'Quality' high-yielding equity baskets back in vogue
** BAML's top picks include British American Tobacco, Unilever and Diageo
** Citi screens for > 3 pct yield, > 2 pct FCF, Unileveralso mentioned along with Sky, Kingfisher, M&S, Informa
** Brokerage Aviate Global's best ideas on theme includeAviva, Vodafone and Admiral (RM: alasdair.pal.thomsonreuters.com@reuters.net)