IT companies have historically preferred to reinvest or acquire rather than distribute profits to shareholders, but this is now changing says Guinness AM's Matthew Page.
Fitch Ratings has said bond managers' efforts to improve the liquidity profile of their funds are still insufficient to meet redemptions if investors begin rushing for the exit.
Strong innovators and providers of low-cost, but mission critical products and services are the best businesses to weather economic volatility.
With the gold price having trended upwards in real terms by just 1.2% since 1920, Peter Elston, chief investment officer of Seneca Investment Managers, asks if the metal is really worthy of its status
Does not follow sector classifications
Financials and oil stocks favoured