Latest update by Profit Watch UK
After a terrible share price performance since the start of the year, Vodafone provided a more reassuring set of half year results last week.
Out of over 7,000 firms
Bias towards income payers
'Style of the fund has changed dramatically'
In tandem with global equities, the UK market has declined 16% from its April peaks. Volatility has spiked and confidence has collapsed.
Jamie Clark, co-manager on the Liontrust Macro UK Growth and Macro Equity Income funds, names his favourite transformational stocks in the telecommunications sector.
UK equity managers Simon Brazier and Clive Beagles have turned more positive on Vodafone, snapping up shares in the company three years after they both cautioned about the telecom's prospects.
The FTSE 100 climbed in morning trading despite a 4% slump in Royal Mail shares as RBS and Sainsbury lifted UK blue chips.
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...
Headline dividends more than halved in the first quarter of 2015, according to Capita, although it has revised up its annual forecast.
Embattled supermarket Tesco has suffered a further blow in the form of an investigation by the industry regulator into its treatment of suppliers.
Dividends from UK firms last year grew at the slowest rate since 2010 as the strong pound continued to weight on payouts.
Nick Kirrage has begun adding supermarkets to the £1.5bn Schroder Income fund he co-manages with Kevin Murphy, expecting a significant boost to dividends in the long term.
Vodafone's share price shot up 5.7% this morning after the telecommunications giant increased its earning forecast and announced ambitious product development plans.
Valuations of interest rate sensitive cyclicals have started falling, so are rate rises already discounted in share prices? L&GI's Richard Penny explores.
Large-cap funds in the UK Equity Income sector have increased the concentration of their top ten holdings even as the UK's largest stocks begin to struggle, data compiled for Investment Week has revealed.
The rise in special dividends from groups including Vodafone has led to a record quarter for dividend payments, although dividend growth slowed excluding the telecom giant's bumper payout.
UK equity income stalwarts Clive Beagles and Francis Brooke are bucking the trend and keeping hold of their Verizon shares following the completion of the Vodafone/Verizon transaction.
The FTSE 100 reached a 14-year high yesterday while the S&P 500 hit a new record level, lifted by M&A activity.
Three of the top ten dividend payers globally in 2013 were British companies, while financials accounted for the greatest proportion of payouts, according to a new study by Henderson Global Investors.
Vodafone's sale of its 45% holding in US peer Verizon Wireless could see an extra £10bn invested in UK equities in the coming weeks, according to reports.
Vodafone, the second largest mobile operator in the world, has seen a sharp fall in revenue due to lack of demand and increased competition in Europe.
Capita Asset Services is predicting a record year for UK dividends in 2014, despite a lacklustre period for dividend returns last year.