Oil and gas stocks rise amid escalating tensions
Favouring credit risk over interest rate risk
Investors have a crucial role to play in avoiding a 'climate Minsky' moment
Uncertainty around restoration of Saudi production levels
Assets now down to £3.5bn following Brexit concerns
Shareholders demand action
European companies 'better engaged in transition' than North American ones
Turned over 40% of fund
I cannot count the times I have burnt my fingers investing in oil stocks in the last ten years. Ever since oil started its decline from $150/bbl to less than $30/bbl and back to $75/bbl, there have been multiple tactical rallies that disappeared as fast...
Equity markets have seen a setback over the past couple of weeks, led by the US, and this has also hit the UK equity market.
One of the reasons income investing has done so well in the long run is that it is a form of value investing.
Bias towards income payers
Artemis's Frost: 'The last five years have seen the biggest changes to the competitive landscape for companies'
Manager duo on portfolio trends and the unloved UK market
Cyclical UK market
What was behind the market bouncing back?
Letters to 35 companies
Political uncertainty an issue
Few companies offering 'margin of safety'
Index rose to 7,460 points before falling back
"Pretty gloomy" sector outlook
UK blue chips up 0.2%
Unlike many other market participants, we do not see a general value rally in the near term. To us, there still remains a lot of value traps, writes Jeremy Lang, manager of the Ardevora UK Income fund.
Focus on high-quality companies
Eoin Murray, head of the investment office at Hermes Investment Management, questions how much of the recent market rally is grounded in reality.