Matt Hudson

Head of Business Cycle Equity Team

Highlight

Markets

04DEC 2017

Outlook 2018: UK equity income

A flexible and pragmatic approach will be required as strategies which have been effective over the past five years may be less likely to perform in the next few years.

2016

APRIL

20APR 2016

Markets

What are the prospects for dividends in the UK?

The UK dividend outlook may be more challenging than in previous years due to commodity price declines, but there are still some sectors offering good income potential.

2015

DECEMBER

10DEC 2015

Markets

Outlook 2016 – Business Cycle (UK Equities)

Do investors face showdown or slowdown in 2016?

OCTOBER

21OCT 2015

Markets

UK dividend income poised for recovery

As we move into the latter phases of the business cycle UK dividend growth looks likely to accelerate again. Matt Hudson, who heads up the Business Cycle Team at Schroders, explains what is driving this dividend recovery.

20OCT 2015

Markets

Banks to drive UK dividend revival

Domestically orientated banks are presently one of the most interesting UK equity income prospects. Matt Hudson looks at favoured UK lenders and their potential as catalysts for a dividend recovery in the UK.

MAY

26MAY 2015

Watch/Listen

60 seconds with Matt Hudson on the change in leadership in equity markets

Matt Hudson, Head of Pan-European Business Cycle, explains the shift we are beginning to see in equity markets to focus on companies with interesting valuations and the potential to offer good yields and dividend growth. 

FEBRUARY

02FEB 2015

Markets

Markets: where are we now?

Fund managers from around Schroders exchanged views on the current state of various markets around the world at a recent panel discussion. Here, we round up their insights.

2014

DECEMBER

12DEC 2014

Markets

Outlook 2015: Business cycle (UK equities)

UK equities look attractively valued as an asset class and we believe that a backdrop of moderate growth, low interest rates and subdued inflation should allow further upward progress to be made in the year ahead.