Head of Business Cycle Equity Team
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.
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.
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.
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.
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.
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.
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.