JOHCM

GOSLING'S GROUSE

THE BIG QUESTION

Capita Registrars has cut its UK dividend growth projection for 2013 from 8% to 6.7%, warning payouts cannot outstrip GDP growth indefinitely.

JO Hambro Capital Management's Alex Savvides has revealed some of his favourite recovery stories over the past year, which he thinks have even further to go.

JOHCM's top performing income manager Clive Beagles outlines his favourite themes within UK domestic stocks, including 'self-help' stories such as ITV, as the economic recovery gathers pace.

The government's auto-enrolment legislation may have a more significant effect on consumers' disposable income than planned government cuts, according to JO Hambro Capital Management's Clive Beagles.

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After building up a $5bn emerging markets strategy at Barings, James Syme and Paul Wimborne left in February 2011 to join boutique fund manager JO Hambro Capital Management (JOHCM).