Equities

The water sector's rally has been led by defensives, but investors should now consider infrastructure and cyclical names, explains Spike Hughes from Cohesion Investments.

Markets have rallied a long way in the last two years, and Benjamin Graham and David Dodd, the fathers of value investing, would probably find few opportunities at the moment, according to Jupiter's Ben Whitmore.

FOUR Capital Partners is to expand its fund range with the launch of a US mandate run by new hire, and ex-ING manager, Adour Sarkissian.

Japanese equity funds have seen the largest even outflows in US dollar terms as investors rushed for safe-haven cash, latest data from Bank of America Merrill Lynch reveals.

The European Parliament has given the green light for the UK's Lord Jonathan Hill to become European Union (EU) financial services commissioner, despite facing tough questioning from sceptical MEPs.

‘France is finished’ but what about Germany?

Other large caps may follow Tesco in cutting dividends

Biotech's big trends

Polar Capital has reported a 1% rise in AUM over the six months to end-September as outflows from its Japanese equity fund held back asset growth.

The eurozone is on the edge. But why would any investor bet against the ECB, and its fervent efforts to revive Europe? Amundi's Olivier Baduel explains.