UK income

The UK equity market remains range-bound. In 2014, the FTSE 100 started the year at 6,749 and ended the year at 6,566.

2014 was a great era for merger and acquisitions, but managers expecting another bonanza year should think again - M&A activity will likely be more subdued next year, says AXA Framlington's Jamie Forbes-Wilson.

Managers have been grappling with the strong pound this year, as UK companies with overseas earnings have been hindered by currency strength. But that headwind will turn in to a tailwind in 2015, OMGI's Stephen Message predicts.

Simon Gergel, manager of The Merchants trust, explains why he is finding opportunities in mega caps and specific recovery situations.

Nigel Beidas, co-manager of the Marlborough Extra Income fund, takes a closer look at headwinds and tailwinds for UK companies.

The heightened sensitivity of corporates to rate rises is holding back capex and wage growth, and as the recovery remains frustratingly slow, it would be a huge mistake for the Fed to raise rates next year, argues City Financial's Mark Harris.

Markets have rallied a long way in the last two years, and Benjamin Graham and David Dodd, the fathers of value investing, would probably find few opportunities at the moment, according to Jupiter's Ben Whitmore.

After decades of superb growth and dividend payouts, the supermarkets have encountered an epic adversary. Is it curtains for income investors? Or are there alternatives to battered banks, insurers and oil companies? Walker Crips' Chris Kitchenham explores....

Dividend growth will continue to disappoint the market unless some 'financial alchemy' comes in to play, explains Charles Luke from the Murray Income trust.

The trend of slowing dividends from the blue chip income stalwarts is well underway, and Tesco is next in line. The business faces 'significant' cuts to its margins and the dividend may be slashed too, predicts EEA FM's David Urch.