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...
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