Anna Fedorova and Julia Rampen report from Investment Week’s recent Senate Investment Conference
Legg Mason Capital Management's Sam Peters has said US financials are the cheapest cyclical stocks in the US market and will climb sharply if interest rates increase this year.
Vodafone, BP and some less predictable names including a number of UK housebuilders have been tipped to lead the income tables in 2014.
GLG's new hire Henry Dixon has said the FTSE 100 still offers investors more than 10% upside from here, despite the impressive rally it has already seen.
Chris Reid, manager of the Majedie UK Income fund has revealed five key stocks that he expects will help his fund maintain its top ranking in the UK Equity Income sector in the coming year.
BP and Royal Dutch Shell produced mixed results last week, but top managers are returning to the beaten-up oil majors, predicting a focus on shareholder returns instead of "growth at any cost".
Our best read story this week was Halloween-themed, as we revealed the ten scariest stocks in the UK, guaranteed to give you nightmares.
Royal Dutch Shell has seen a $2bn (£1.25bn) drop in third-quarter profits as costs across the business have soared.