Outperformers to look out for
Increase of 1.8% expected in 2020
The sustainability of UK equity income streams has been called into question, with underlying dividends across the market falling by almost 3% on a constant currency basis during Q3 – the worst quarterly performance for three years.
Brexit continues to dominate the headlines, with the overall prognosis no clearer.
The mining sector is often associated with ill-disciplined capital management. Through the last supercycle, driven by Chinese industrialisation, bullish management teams typically signed off overzealous projects and ill-advised M&A activity as they sought...
Focus shifting towards sustainability
Took over from Koch in October
Buying stocks with overseas exposure
Global markets also on the rise
A number of commentators correctly highlighted at the start of the year that dividends were at risk in the resources area of the UK equity market, writes Stephen Message, manager of the Old Mutual UK Equity Income fund.
For income investors, a theme in 2015 was the number of dividend cuts among large- and mid-cap companies, writes Royal London Asset Management's Martin Cholwill.
Avoid 'optically-high' yields
Big five miners all posting falls
Oil price falls to lowest point in 12 years
Shares in mining giant drop 11%
Prioritising Income and Growth funds
Strong headwinds for the commodities sector show no sign of abating, but record share price falls for some companies have provided attractive entry points into the asset class.
Buying BHP and Rio Tinto
Concerns over sector M&A
David Urch, lead manager of the TB Garraway UK Equity Market fund, says investors should not be so complacent when it comes to global crises and the potential impact they can have on UK companies.
Toby Thompson, manager of the Brooks Macdonald Global Equity Income fund, analyses if equity investors are right to be concerned about the concentration of income from only a limited number of mega-cap companies
The prices of core commodities, including oil and iron ore, have plunged in recent years. Michael Hulme, commodity equities fund manager at Carmignac Gestion, analyses the areas still able to offer value as industries consolidate and respond to price...
Scott McKenzie, investment director and manager of the Saracen UK Income fund, says the largest dividend payers in the UK market currently offer limited potential for growth, particularly as the strong dollar is masking inherent weaknesses in many business...