Anna Fedorova and Julia Rampen report from Investment Week’s recent Senate Investment Conference
THE BIG INTERVIEW
AstraZeneca' profits dropped sharply in Q4 as strong emerging market sales failed to offset competition from cheap generics, and several of its leading drugs edged towards the patent cliff.
Invesco Perpetual may have to overhaul its investment trust range should it retain the £1.4bn Edinburgh trust mandate after the departure of manager Neil Woodford, analysts have said.
UK equity income funds are nearing single stock limits on key holdings, causing concentration risk fears to mount, but which funds are taking the biggest bets?
Invesco Perpetual's Neil Woodford has suggested the FTSE All Share's bright start to 2013 could soon be derailed as the rally has not been driven by an improvement in fundamentals.
After a decade of scant gains, some investors are now piling into pharmaceuticals as a combination of high yields and attractive valuations draw managers in, but is this the start of a decade-long move up?
Fidelity's Michael Clark has warned against buying into BP and Shell amid a dwindling oil price and ongoing issues for both businesses.
UK dividend growth suffered a setback in the first quarter of 2013, falling 25% year-on-year, according to Capita Registrars.
Jamie Smith, chairman of the UK Structured Products Association, asks: Is it time the consumer press were made more accountable for their coverage of structured products?
UK equity income managers, including Artemis' Adrian Frost, are stepping up their quest for the next generation of dividend payers as the London market's leading stocks disappoint.
Standard Life Investments' Thomas Moore, manager of the £105m UK Equity Income Unconstrained fund, has sold out of UK pharmaceuticals amid fears the sector faces further earnings downgrades this year.
Leading fixed income managers have been adding exposure to peripheral eurozone bonds as value dries up in the investment grade corporate space.
Henderson's Job Curtis, manager of the £838m City of London investment trust, said UK equity income investors are experiencing the best conditions since the 1950s.
Michael Clark, portfolio manager of the Fidelity MoneyBuilder Dividend and Fidelity Enhanced Income funds, explains why he is not just attracted to the highest-yielding opportunities.
AstraZeneca has named Pascal Soriot, Roche's chief operating officer of pharmaceuticals, as its new chief executive officer.
Pharmaceuticals giant AstraZeneca said profits fell by more than a third in the first quarter after a number of patents ran out and it was hit by tough market conditions.
Poor results from companies such as Unilever, AstraZeneca and Shell last week showed the valuation gap between defensives and cyclicals is closing in a "vicious" fashion, according to JO Hambro Capital Management's James Lowen.
This week saw a round of updates from some of the UK's largest dividend payers, including BP, Shell, Glaxo and British American Tobacco. But is it time for investors to be selling the big names?
Jayesh Manek's £40m Manek Growth fund has soared to the top of the UK All Companies sector, losing just 2.5% in the last three months of excessive market volatility.
The Trojan Income fund's Francis Brooke says UK investors should shun volatility for the best returns.