UK income

'Smart' cities, QE and income recovery

The productivity conundrum

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

The combination of political risk and market volatility highlight how important effective stock picking and flexible investing will be for income managers, says Mark Wharrier, manager of the BlackRock UK Income fund

Choosing stocks with reliable growth and yield and not too much risk is becoming harder for managers, explains Ciaran Mallon, fund manager at Invesco Perpetual

Stock markets' positive reaction to the European Central Bank's quantitative easing programme proves that UK investors are not being swayed by headwinds facing the country, says Alan Custis, manager of the Lazard UK Omega fund

Deflationary fears drove a strong performance from the ‘gilt proxies' in 2014, but there are hopes the ECB's QE programme will help the equity markets this year.

The outlook for dividend growth in the UK remains positive, underpinned by relatively low payout ratios, strong corporate balance sheets, and a steady economic recovery, which should support UK equities over the coming months.

Architas CIO Caspar Rock takes a closer look at the health of the UK economy and the risks posed by the uncertainty of the UK general election result.

The mega-cap income payers have been battered recently, so should investors be seeking out the small but beautiful divi-payers? Unicorn's Simon Moon explains why.