Jupiter has recorded a £484m net inflow into its mutual fund range in the third quarter.
Mega-cap oil companies have a flawed business model, while unloved media stocks look excellent value, says Aviva Investors' head of UK equities David Lis.
Special situations managers believe the Comprehensive Spending Review provides an entry point back into the UK equity market as they prepare to take advantage of businesses hit by government cuts.
UK dividends are rising for the first time since March 2009 as Artemis' Adrian Frost said dividend growth is back on the table.
F&C's head of UK equities Peter Lees is urging investors not to sell their UK holdings if this week's Government Spending Review is more negative than expected, as he says UK stocks are "not a UK story".
Richard Downs is stepping down as the managing director of Old Broad Street Research (OBSR), to be succeeded by Richard Romer-Lee and Nigel Whittingham.