Global approach pays dividends for Sarasin's Whitehead

Sarasin's Whitehead tips Monetary Policy Committee to hike rates in May as inflation soars, providing potential boost to dividend-focused equities

Mark Whitehead, partner at Sarasin in charge of global equity income, has run the International Equity fund since 2007. Here the manager, who has returned 18.8% over the last three years, ahead of the UK Equity Income sector, explains why he expects a rate hike in the UK in May, and why rising inflation should support income-focused companies. Markets have risen quite steeply in recent months. Are equities poised for a correction? As a house we are still quite bullish on equities. The market has proved quite resilient. Valuations are not demanding and in Europe we are seeing quite st...