Asset TV's Mark Colegate asks Gartmore UK Equity Income manager about diversification by sector and problems stemming from UK deficit
Gartmore UK Equity Income manager Dan Roberts is confident he can deliver a yield well above the market despite ever-growing concentration among the largest dividend payers. He talks through his strategy of running a portfolio diversified by sector and away from benchmark weightings and gives his latest thoughts on the size of the UK deficit and the problems it could cause. What is spooking markets? In 2008-2009, we saw the private sector buckle under the weight of its debt, supported by massive public sector stimulus. We had support for banks, we had VAT cuts, cash for clunkers...
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