BP

Martin Walker, fund manager at Invesco Perpetual, explores the attractive valuation opportunities in the oil and banking sectors.

Allianz GI's Matthew Tillett explains why he believes the recent outperformance seen in UK equities is unlikely to continue

Strong headwinds for the commodities sector show no sign of abating, but record share price falls for some companies have provided attractive entry points into the asset class.

Financials and oil stocks favoured

Simon Gergel, manager of the Merchants trust, explains why he is shunning recently re-rated mid caps in favour of "disappointing" mega caps.

Manager sticks with stock

Warning sector could halve in next few years

Old Mutual Global Investors' head of equities Richard Buxton has begun buying back into oil companies to take advantage of the undervalued mega caps.

Toby Thompson, manager of the Brooks Macdonald Global Equity Income fund, analyses if equity investors are right to be concerned about the concentration of income from only a limited number of mega-cap companies

BP shares have jumped after the oil giant agreed to pay $18.7bn worth of federal and state claims, to be spread over 18 years, for the Deepwater Horizon oil spill in 2010.