Issue 81 / February 2022
Slipping away
Daniel Lanyon asks if the UK is selling out its future in exchange for higher dividend yields P . 6-17
Why style and quality matter
Henderson Diversified Income Trust ’ s Jenna Barnard and John Pattullo say there may be a heavy cost for investors who look to riskier segments of the market for higher yields P . 18-27
All rise
Sam Shaw asks if incomeseekers need to adjust their investment strategies in light of rising inflation P . 28-37
Tiny answer
Small-cap income funds may offer a solution to investors in search of a dividend yield that can grow over the extreme long term , writes Anthony Luzio P . 38-45
Fund , pension , trust
MS INVF US Growth , Fidelity UK Smaller Companies and Herald Investment Trust find themselves under the spotlight this month P . 46-51
Cashback
Cherry Reynard says the global equity income sector is coming back into fashion following years of underperformance P . 52-59
No man ’ s land
The gap between formal financial advice and the basic guidance offered by the platforms has left many investors stuck with nowhere to go , writes John Blowers P . 60-69
Black gold
Schroder European Recovery ’ s Andy Evans names three stocks related to oil and other commodities that look well placed to rally P . 70-71
What I bought last
Fairview ’ s Ben Yearsley is using the LF Montanaro Global Select fund to replace one of Baillie Gifford ’ s highest-growth open-ended strategies in his portfolio P . 72-73