James Harries, manager of the Newton Global Higher Income fund, reveals which sectors offer a decent and sustainable dividend.
One of the scariest aspects of the current debt crisis is the surfeit of cash on corporate balance sheets.
Newton is to lower the dividend target on Tineke Frikkee's Newton Higher Income fund in light of a "challenging market environment", as the group also moves to merge a number of its UK equity funds.
The UK dividend market is emerging from the recession faster and stronger than expected, after a week in which many companies reported dividend increases of over 100% and many returned to the register.
UK firms made the largest cash payout this quarter since 2008, Capita Registrar's latest dividend report has shown.
Threadneedle's Stephen Thornber is looking to the commodities sector for special dividend payouts as he prepares to cut certain income payers in his quarterly portfolio review.
M&G's Stuart Rhodes is poised to drop a handful of stocks from his £1.1bn M&G Global Dividend fund in the expectation they are set to cut their dividend.
PSigma's Bill Mott has tipped UK pharmaceutical giants AstraZeneca and GlaxoSmithKline to double investors' cash over the next three to five years.