Capita cuts 2016 dividend forecast on commodities weakness
UK dividend payouts beat expectations in the third quarter but weakness in the commodities sector has prompted a cut in forecasts for 2016.
Commodities
-
-
Harris: Unwind of long dollar trade will be “violent and sustained”
A weakened dollar will be a boon for commodities, despite ever present deflationary threats in the global economy, according to City Financial’s Mark Harris.
-
PA CONGRESS: Supply-side concerns pushing oil price further down
Far be it for me to criticise Goldman Sachs, but a $20 per barrel oil price? Really..? I asked commodities expert Michael Hulme what he thinks.
-
PA ANALYSIS: Is Glencore’s dividend cut more than just a flash in a pan?
Generally speaking, when a company announces plans to cut its dividend, sell assets and raise equity, it is not followed by a 10% spike in its share price.
-
PA ANALYSIS: Searching for silver linings
Given how many clouds there are around at the moment, silver linings are pretty hard to come by.
-
Slumping commodities requires high yield rethink – Lundie
A combination of sovereign-related and company specific credit downgrades in the resources sector has seen a dramatic change in the make-up of the global high yield credit market said Fraser Lundie, co-head of credit at Hermes.
-
Confusion drives consensus in EMs and commodities
The second half of 2015 promises to be very different from the first, says Mark Harris, head of multi-asset at City Financial, which is some welcome good news for unloved emerging markets and commodities.
-
The five worst funds of the first half
With Central bank liquidity and geopolitics continuing to have undue sway over asset prices it is no surprise to see a number of single country funds bringing up the rear in the race for performance over the first half of the year – especially their big weighting in commodities.
-
Investors stay discerning amid renewed oil optimism
Energy company share prices may appear attractive at face-value, but managers remain stock-focused amid renewed sector optimism.
-
Are commodities still a raw deal for investors
The departure of Catherine Raw as co-manager of the BlackRock World Mining Trust for a job in the mining sector raises a number of questions.
-
Collective conviction and avoiding contamination
Heartwood Investment Management believes in keeping things simple, maintaining that similar treatment of all clients with the same risk profile gets rid of a lot of frictional activity and allows its investment team to focus.
-
UBS targets currency worries with listing
UBS Global Asset Management is targeting concerns over currency volatility with the listing of its composite hedged exchange-traded fund on the London Stock Exchange.
