UK looks in good shape for 2005 despite impact of dollar weakness

group Report

This week's Conjecture panel discuss the impact of dividend yields on investment in the UK market

With dividend yields making up a large part of overall expected returns from the UK market, three growth managers discuss what this means for investing in the UK. Despite the impact of US dollar weakness and the continued selling of equities by pension funds, Schroders' Richard Buxton, Merrill Lynch's Mark Lyttleton and Peter Lees of DWS, believe the UK market is well positioned this year. With 2005 being billed as a stock pickers market, the three managers believe the increase in dividend payouts is more important in the context that this shows balance sheets are looking sorted, increasi...