Francis Brooke, manager of the £428m Troy Trojan Income fund, has initiated a position in Aberdeen Asset Management as he believes the company is transforming itself into a "cashflow machine".
Newton's Tineke Frikkee is taking a more cautious view than consensus on UK dividends in 2012, forecasting growth of around 8% for the year.
Income investors enjoyed a bumper year in 2011 as dividends from UK-listed companies hit an all-time high, surging 12.8% to £67.8bn.
City Financial's Graham Glass explains where value can be found in fixed income markets in 2012.
HSBC chairman Douglas Flint has called time on the eurozone sovereign debt crisis and said it is set to be over in a "reasonably short timeframe".
As Brazil overtakes the UK as the world's sixth largest economy, Maria Merricks looks at the key drivers behind its investment potential.