Uk equity income
11 May 2012
Following a year of significant inflows, many commentators believe there is little value left in the UK Equity Income sector. Leigh Harrison, head of equities at Threadneedle, disagrees.
11 May 2012
Neil Woodford's heavy overweight pharmaceutical position on the Invesco Perpetual Income fund dragged the portfolio into the bottom quartile during the first three months of the year.
04 May 2012
Graham Ashby has swapped 20 of the 50 stocks he inherited on the Ignis UK Equity Income fund in favour of stocks he prefers such as BSkyB and Petrofac.
25 April 2012
Tineke Frikkee, portfolio manager of the Newton Higher Income fund, explains why the debate between UK and global equity income is past its sell by date.
30 March 2012
Royal London Asset Management's Martin Cholwill is backing Hargreaves Lansdown in the view worries over impact of RDR on the firm are overdone.
30 March 2012
Thomas Moore, manager of Standard Life Investments’ UK Equity Income Unconstrained fund, highlights the key sectors driving the case for UK equities this year.
19 March 2012
A fund manager’s age does have an effect on whether they should outperform, with those in their early 40s most likely to beat their peers, according to research from Scottish Widows Investment Partnership’s(SWIP) multi-manager team.
19 March 2012
Schroders’ Kevin Murphy and Nick Kirrage have moved their £1.1bn Income fund close to its maximum allowed overseas weighting to escape the “extreme” concentration seen in the UK market.
15 March 2012
Rathbones' Income fund manager Carl Stick has ramped up the cash in his fund to its highest level for 10 years, warning the UK market is at risk of a correction.
08 March 2012
Corporate profitability in the UK may have bounced back over the past two years but it is not likely to remain at high levels, according to RWC Partners' Nick Purves.
17 February 2012
A third of UK Equity Income funds slashed distributions to investors in 2011, despite a bumper year for UK-listed companies which saw dividend payouts hit an all-time high of £67.8bn.
07 February 2012
Poor results from companies such as Unilever, AstraZeneca and Shell last week showed the valuation gap between defensives and cyclicals is closing in a “vicious” fashion, according to JO Hambro Capital Management’s James Lowen.
23 January 2012
UK dividends are set to rise by 11% to £75bn this year, after reaching record highs in 2011.
20 January 2012
JO Hambro Capital Management has removed the initial charge on its top performing UK Equity Income fund, managed by Clive Beagles and James Lowen, in a bid to raise up to £300m.
14 December 2011
Invesco Perpetual’s head of investment Neil Woodford said his favoured defensive blue chip names have recently delivered some confident trading updates, despite tough macroeconomic conditions.
E-mail alerts
Sign up here to get all the news and views from Investment Week sent direct to your inbox.
Features
Jerome Booth, head of research at Ashmore Investment Management, reveals the dangers of being a conservative, convention-bound investor during periods of big macro-economic changes.
Cristiano Migliorini, senior research analyst at UBP Asset Management, examines how call overlays can improve risk-adjusted returns in all market conditions and the ingredients the best strategies should share.
Video
Henderson’s fixed income manager Jenna Barnard, co-manager of the group’s £1bn Strategic Bond fund, discusses the outlook for bond markets and the implications of the European Central Bank’s second Long Term Refinancing Operation.
Bull/Bear
The first quarter saw a significant improvement in sentiment. Equities rallied, bond prices fell and briefly it looked like things were getting better. Some of this enthusiasm is understandable.
Conjecture
Conjecture is a web conferencing club in association with S&P Capital IQ. With debates on all key issues in the industry, Conjecture has a membership comprising of the UK's leading discretionary asset managers.
Gosling's Grouse
Read every instalment of IW's Editorial Director, Lawrence Gosling's weekly column.
IW Fund Centre
Run in conjunction with Funds Library, the IW Fund Centre combines qualitative and quantitative data on a huge range of funds. How is your favourite shaping up?
Register now
Register here to get full access to all Investment Week's news and comment articles from our archive.
Updating your subscription status 
IW Fund Centre
Run in conjunction with Funds Library, the IW Fund Centre combines qualitative and quantitative data on a huge range of funds.
Have your say
This week: What will happen to the eurozone if Greece leaves?
Job of the week
Events
12 Jun 2012 - 12 Jun 2012
The Cumberland Great Cumberland Place, London W1H 7DL
05 Jul 2012 - 05 Jul 2012
Royal Albert Hall, London Kensington Gore London, Greater London SW7 2AP
