Equities

There are plenty of mispriced contrarian investment ideas in Japan, writes Eastspring Investments' Dean Cashman.

Rob Burnett's decision to retain a contrarian position to peripheral banks in his Neptune European Opportunities fund has dragged on performance in recent years.

Lloyds Banking Group is finally beginning to look attractive again for income managers as it restarts dividend payments for the first time since the crisis.

Monetary policy changes have prompted Parmenion to adjust the European and UK equity weightings in its tactical portfolios.

Lloyds Banking Group is to start paying dividends again for the first time in six years, set to be 0.75p per share for 2014.

Carmignac Gestion's head of emerging equities Simon Pickard has left the business to pursue "personal projects".

Fidelity's Leigh Himsworth is investing in wealth management companies as a key theme within his UK Opportunities fund, in the hope M&A and pension reforms will boost the sector.

Saunderson House's Joe Smith takes a closer look at drivers for the dollar this year and what could potentially derail its strong run.

Jim Jessee, co-head of global distribution for MFS Investment Management (MFS), argues investors must look well beyond the usual three- or five-year track records for fund managers.

German five-year government debt sold at a negative yield for the first time in history on Wednesday as borrowing costs and inflation in the eurozone continue to fall.