SLI's Robertson sees equity markets beginning to prosper

Standard Life Investments' Karen Robertson believes the equity markets have come through the worst a...

Standard Life Investments' Karen Robertson believes the equity markets have come through the worst and is bringing cyclical stocks into her UK Equity Growth fund. Robertson has increased exposure in mining, financials and property after reducing them substantially last year. She also believes dividend cuts will ease, with overall payouts down around 10% this year. "We are feeling much more bullish and as we get to the end of this year, we expect the market will anticipate an upturn into 2010," adds Robertson. Stocks of interest have included exploration company Tullow Oil and genera...