JOHCM's top performing income manager Clive Beagles outlines his favourite themes within UK domestic stocks, including 'self-help' stories such as ITV, as the economic recovery gathers pace.
Progress in the fiscal cliff talks being held in Washington has given Wall Street a lift as the threat of a possible recession is averted.
The US economy grew 2.7% in the third quarter of the year, a significant upwards revision from the first reading of the data.
Shares in oil major BP fell today after the US' Environmental Protection Agency temporarily blocked it from bidding for new contracts in the US.
Like a phoenix rising from the ashes, the battered financials sector is back to delivering double-digit returns after having its wings severely clipped by the financial crisis.
Scottish Widows Investment Partnership (SWIP) has expanded its wholesale sales team with a double hire and finalised its RDR investment offering.
Eurozone leaders have agreed a plan by the Spanish authorities to restructure four of its major banks.
Merchant House has withdrawn its listing on the AIM exchange after it was unable to raise sufficient funding.
The election of Shinzō Abe as Japanese prime minister could be the catalyst for the region to outperform after years of flagging returns, prompting asset allocators to review their underweight exposure to the country.
Bob Doll has joined Nuveen Asset Management as chief equity strategist and senior portfolio manager in a surprise move following his retirement from BlackRock in the summer.