Karolina Noculak: The wild card now is Russia and Ukraine
Abrdn’s multi-asset strategist talks drowning out the noise and listening to the quieter voices in the room
Equities
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Should income seeking investors consider UK small caps?
‘I’d take better dividend growth over 10 years’ time at the expense of some growth in the short term’
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Raven Property to de-list after Russian sanctions make it ‘impracticable’ to carry on
Quilter and Schroders major stakeholders in Russian warehouse company formerly championed by Woodford
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Quilter and Schroders stung by ex-Woodford Russian property holding
Raven Property Group shares are down 88% this year and it has been ejected from the FTSE indices
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Schroders merges away pair of UK equity duds flagged in value assessments
Investors will benefit from economies of scale following absorption by Schroder UK Alpha Plus
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Liontrust waives fees and charges on Russia fund
As Franklin Templeton puts investment management charge for Eastern Europe fund on ice
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Terry Smith jettisons Johnson & Johnson from £25bn fund
Star manager’s tech holdings like Meta have been brutally punished in 2022 market downturn
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Schroders joins Fidelity and Abrdn in halting investments in Russian equities
Boss Peter Harrison says Moscow stocks and bonds in ‘the realms of the utterly uninvestable’ following Western sanctions
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Pictet latest to suspend Russia fund
It will be lifted ‘as soon as market conditions allow’
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Special dividends drive global payouts to record £1.1trn
But the big unknown for 2022 is what happens to the mining sector
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BP Rosneft exit causes headache for UK equity income giants
‘The financial side is painful but pales into insignificance given the humanitarian cost’
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Liontrust and JP Morgan AM suspend Russia funds
While Blackrock is ‘monitoring the guidelines issued by regulators’