Marlborough's Chand Lall: Only the strongest companies can continue to pay dividends after Covid-19 shock

Market resilience amid pandemic

Investment Week
clock • 7 min read

Siddarth Chand Lall, manager of the Marlborough Multi Cap Income fund, talks about how, despite the economic impact of the pandemic, robust and well-managed companies are continuing to pay attractive dividends and explains where he is finding opportunities across the market cap spectrum.

Has UK equity income changed forever? There has certainly been a change in the dividend landscape in the immediate term, with a company such as Royal Dutch Shell dropping its dividend for the first time in its history and BT suspending its annual dividend for the first time since it was privatised in 1984.  What the crisis has done is underline the risks of relying on a limited pool of large-cap dividend payers. It reveals that their dividend policies are not as reliable as many investors might have imagined. FTSE reshuffle: Travel and aerospace firms punished by pandemic It's im...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on UK

UK dividends plummet by 8.1% in Q3 as mining sector struggles
UK

UK dividends plummet by 8.1% in Q3 as mining sector struggles

While mid-caps grow

Linus Uhlig
clock 24 October 2024 • 2 min read
Octopus Investments: UK small-caps offer once-in-a-cycle opportunity
UK

Octopus Investments: UK small-caps offer once-in-a-cycle opportunity

Higher potential dividend yields

Beth Brearley
clock 09 October 2024 • 2 min read
Deep Dive: UK dividend opportunities no longer limited to just the FTSE 100
UK

Deep Dive: UK dividend opportunities no longer limited to just the FTSE 100

Discounted valuations cannot persist

Eve Maddock-Jones
clock 27 September 2024 • 4 min read
Trustpilot