UK dividends have been upended by the pandemic, yet they will bounce back. Income Fund managers Alan Dobbie and Carl Stick explain what they are doing to protect capital and build the foundation for a growing dividend.
Economic statistics fell off a cliff in May, but as chief investment officer Julian Chillingworth notes, investors were already anticipating a big bounce as economies began to reopen.
After the pandemic response, outstanding UK government debt is now as big as the whole economy. But that’s not necessarily an alarm bell, says chief investment officer Julian Chillingworth, as long as it’s spent on the right things.
Confusion reigns because of the sheer amount of information flying around us. Yet all that activity should bring us comfort as it's helping fight the pandemic and its economic effects, argues head of fixed income Bryn Jones.
The coronavirus is hurting the pockets of many charities, but the British tax system is remarkably generous to those who want to help.
The pandemic and the global lockdowns to combat its spread have raised havoc with UK dividends. Yet that very disruption could lead to better managed companies and more sustainable dividends, argues Income Fund manager Carl Stick.
UK GDP fell off a cliff during the lockdown. That shouldn’t be a surprise, argues chief investment officer Julian Chillingworth, shutting down commerce was the point.
Lockdown was much different back in the 1970s – we didn’t even know we were in lockdown. Our head of fixed income Bryn Jones thinks we’ve come a long way over his lifetime.