Brazier: AstraZeneca and BP can drive returns this year
Anna Fedorova and Julia Rampen report from Investment Week’s recent Senate Investment Conference
The real value in UK equities is now in mega-cap stocks such as BP and AstraZeneca: names which could drive the market this year, according to Simon Brazier, head of UK equities at Threadneedle.
Brazier manages the group’s flagship £1.7bn UK fund, which is 75% invested in FTSE 100 stocks, with top ten holdings including GlaxoSmithKline, Unilever, and Imperial Tobacco. BP is the manager’s top holding....
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