Marlborough's Chand Lall: Getting the ABCs of market risk right will reap rewards in the long run

Bullish outlook for post-pandemic and post-Brexit economy

Siddarth Chand Lall, manager of the Marlborough Multi Cap Income fund, tells Investment Week why more companies are reinstating dividends and how the ripple effect could be felt across a range of other sectors if banks follow suit.

It has been a difficult year for UK equity income. How would you characterise the investment landscape at the moment? In my previous reports, I have referred to the 'ABC' of risks, which are now developing into positive stock market catalysts: the American election, the Brexit trade deal and progress with Covid-19 vaccines. With Joe Biden now President-Elect and better than expected trial results for vaccines, two of those risks have reduced significantly. This is good news not just for global markets, but the UK equity income sector in particular. I will explain the A-B-C points indiv...