Bad news is feeding many pessimists at the moment. Head of fixed income Bryn Jones sees a different, more optimistic, picture – and he’s investing in it.

UK dividends have been upended by the pandemic, yet they will bounce back. Income Fund managers Alan Dobbie and Carl Stick explain what they are doing to protect capital and build the foundation for a growing dividend.

Economic statistics fell off a cliff in May, but as chief investment officer Julian Chillingworth notes, investors were already anticipating a big bounce as economies began to reopen.

After the pandemic response, outstanding UK government debt is now as big as the whole economy. But that’s not necessarily an alarm bell, says chief investment officer Julian Chillingworth, as long as it’s spent on the right things.

The pandemic and the global lockdowns to combat its spread have raised havoc with UK dividends. Yet that very disruption could lead to better managed companies and more sustainable dividends, argues Income Fund manager Carl Stick.

Stock markets are soaring higher as the developed world starts to relax lockdowns. Yet the virus is spreading rapidly in the emerging world, notes chief investment officer Julian Chillingworth, and there’s still a chance of a second wave in the West.

America seems chaotic from the top down. Yet, if you look hard at the bottom – main street – you can get a better idea of how the US is faring, argues chief investment officer Julian Chillingworth.

While we’re all theorising about whether looking at a castle is the best form of optometry, really important issues are going unaddressed. Chief investment officer Julian Chillingworth stays focused on what matters.

Amid an alphabet soup of economic forecasts, chief investment officer Julian Chillingworth looks for the ingredients of a lasting recovery.