banks

Matt Hudson, manager of the £694m Schroder UK Alpha Income fund, has increased his weighting to banks, despite industry concerns about the threat to dividends from the record level of regulatory fines imposed recently.

Where is the 'Achilles' heel' for the challengers?

RLAM's UK equity income manager talks to Alice Rigby about a decade at the helm of his fund, capacity issues, and why he is still backing wealth management stocks.

The government is to move a step closer to selling its stake in RBS, with Chancellor George Osborne set to lay out plans for its privatisation in a speech next week.

CoCos: Too easy to ignore the risks?

Domestically-oriented stocks have helped power significant gains for UK markets this morning, as investors responded positively to news of a Conservative election win.

Polar Capital Global Financials trust manager Nick Brind is backing smaller banks to outperform, and predicts a significant boost to financial sector dividends this year.

A sharp rise in the value of subordinated bank debt means the likes of contingent convertible securities (CoCos) face a sharp mean reversion in future, according to Kames Capital's Iain Buckle.

'I have to prove I am credible in UK All Companies'

Fund managers have backed Italian banks to continue driving European equities higher this year, aided by a more supportive macro backdrop and beneficial domestic reforms.