Managers from F&C, M&G, PSigma and other top groups give us their views.
Phil Doel Fund manager, F&C UK Equity Income fund UK corporates are generally in good shape; balance sheets are relatively healthy, profit margins high and they are generating strong cashflows. This gives companies some optionality in how they spend their cash and many have indicated that increasing payouts to shareholders is a high priority. This is reflected in last quarter's dividend payouts and we anticipate this will continue. The consensus market forecast is double digit dividend growth in the next 12 months, and these are covered more than 2.5x covered by company earnin...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes