Weekly Outlook: Miners Rio Tinto, Glencore and Antofagasta post results
Key events for wealth managers in the week beginning 17 February
Mining
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Computershare: UK dividend forecasts downgraded after drop in Q3 payouts
Payouts are expected to fall 0.3% in 2024 after initial forecasts for 2% growth
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Fund manager profile: BlackRock’s Tom Holl on his transition mission
The BlackRock Energy and Resources Income trust provides a pragmatic approach to the energy transition, says manager Tom Holl
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Matthews CIO: ‘Latin America is cheap for a reason’ and has a ‘bumpy road’ ahead
Investors are excited about a potential boost from rate cuts, but Sean Taylor warned it may be too early to call
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UK dividends reach all-time high in Q2
Dividends were up 11.2% to a record-breaking £36.7bn, with UK banks more than making up for miners’ shortfalls
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FundCalibre: Have investors missed the gold mining rally?
With the shares price of gold miners surging recently, Darius McDermott asks whether the rally has come and gone, or is only getting started
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Tabula launches ESG-focused gold ETC
Only 4% of gold is currently traceable, posing ‘serious ESG risks’ to investors
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UK companies drop special dividends by 79% in 2023
Special dividends fell by more than three quarters in 2023, but bank payouts ‘more than offset cuts’
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Falling mining sector payouts see UK dividends drop 8.3%
While utility sector was strongest contributor to growth, according to Q3 dividend monitor
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Five investment trust managers, five sectors, five conviction plays
Five investment trust managers share their outlooks and opportunity sets
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Oil companies star as dividends surpass third-quarter record
Surging oil dividends drove global pay-outs to £350bn for Q3, the third quarterly record in succession this year
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BlackRock’s Gallagher: ‘I love making investment trusts still relevant’
BlackRock head of investment trusts Melissa Gallagher talks about the suitability of closed-ended funds for holding alternative assets, the crucial role of boards and ensuring trusts remain relevant