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Our views 21 June 2022

Equities podcast: Inflation, mergers and acquisitions and the outlook for dividends

19 minutes

Craig Yeaman, Senior Fund Manager at RLAM is joined by Richard Marwood, Head of the UK Equity Income team and Henry Lowson, Head of UK Alpha to talk about the main issues influencing UK equity markets.

They discuss the impact of inflation, mergers and acquisitions, the extent to which some companies might become more susceptible to bids and the outlook for dividends.

Recorded: 20 May 2022
Duration: 19 mins

Sources of additional audio material: Bank of England and interest rates commentary sourced from Channel 4 News. UK inflation commentary sourced from ITV News.

The value of investments and the income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speaker at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.