Sentient Capital London London-focused UK market and capital analysis.

Sentient Capital London

London-focused UK market and capital analysis.

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The Dividend Drain: London Mid-Caps, Overseas Bids and the Concentration Test for UK Income
Equity Income

The Dividend Drain: London Mid-Caps, Overseas Bids and the Concentration Test for UK Income

Overseas buyers and private capital continue to circle London-listed mid-caps, removing familiar dividend payers from the public market. For UK income investors, the issue is less the headline bid premium than what remains in the portfolio — and how concentrated it has become.