16 September 2014
Killik & Co partner and head of fund research Mick Gilligan talks to Laura Dew about unusual fund choices, backing funds at launch, and the main factor holding back equity markets.
15 September 2014
M&G’s Global Dividend fund has had a setback in performance this year as a number of stocks disappointed with dividend cuts, but manager Stuart Rhodes remains convinced the companies can increase payouts from here.
12 September 2014
Fund boutique Alquity has launched a concentrated emerging market equity fund investing in stocks that meet its responsible investment criteria.
11 September 2014
The Brazilian government’s economic policies have been a particular bugbear for investors, who have turned their back on the country in recent months, but a number are now increasing their exposure in the expectation there may be a rally if the voters deliver a surprise.
09 September 2014
Outsourcing company Quindell has won a court battle against a short-seller which caused its share price to dive 40% earlier this year.
05 September 2014
Shares in BP slumped late on Thursday after the group was found by a US judge to be "grossly negligent" and "reckless" in the Gulf of Mexico four years ago.
04 September 2014
Fidelity Worldwide Investments is preparing to launch a high conviction Asian equities fund for Anthony Srom.
02 September 2014
Jupiter’s James Clunie has been cutting back on a short position in Hargreaves Lansdown ahead of the firm’s full year results tomorrow, as he begins to find “many, many ideas” for other companies to bet against.
29 August 2014
Shares in Tesco, the UK's largest food retailer, fell today after a surprise update revealed the full extent of the challenges facing its new chief executive. But is now the time to snap up the stock at decade-low valuations?
29 August 2014
Tesco today released an unplanned update to the market, sending shares tumbling in early trading after it slashed its dividend by 75% and warned on profits.
27 August 2014
The PSigma Income fund has lost £100m as clients including its largest backer redeemed holdings ahead of Bill Mott's retirement.
22 August 2014
Investors need to sharpen their focus on geopolitical tensions in investment decisions and face the reality of rising risk premia, explains William Davies, head of global equities at Threadneedle Investments
20 August 2014
Ministers considered selling the government's entire stake in the Royal Mail earlier this year when shares were trading near their peak, but held back after being advised against breaking the terms of a lock-up agreement.
18 August 2014
Neptune founder Robin Geffen has increased his holdings in certain sectors in Russia, principally exporters, in the face of the ongoing geopolitical crisis over Ukraine.
18 August 2014
Tesco is coming under increasing pressure to slash its dividend in order to free-up cash to help it compete against low-cost rivals, with a leading shareholder speaking out over the weekend and analysts predicting a major cut to its payout.
Fiona Reynolds, managing director of Principles for Responsible Investment (PRI), explores how the fixed income sector is embracing responsible investment strategies.
Contingent convertible bonds (CoCos) have swiftly moved into the mainstream as regulators put more pressure on banks following the financial crisis. However, Dan Daldry, a manager in the fixed income team at Alliance Trust, argues there are many risks in the sector.
A spurt in environmental regulations from governments is driving growth for companies linked to recycling, water treatment and alternative energy. Jon Forster from Impax outlines the opportunities.
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