BP

Scott McKenzie, investment director and manager of the Saracen UK Income fund, says the largest dividend payers in the UK market currently offer limited potential for growth, particularly as the strong dollar is masking inherent weaknesses in many business...

Simon Brazier has completed his overhaul of the £164m Investec UK Alpha fund, trimming positions in "expensive" cyclical stocks in favour of more globally diversified companies.

JO Hambro Capital Management's Clive Beagles has blamed an underweight in defensive stocks for the underperformance of the £2.7bn UK Equity Income fund last year but said he refuses to invest in "bond lookalikes".

Energy stocks have built on Monday's rise in early trading today, pushing up the FTSE 100 by 1.2%, as the oil price continues to regain ground.

Dividends from UK firms last year grew at the slowest rate since 2010 as the strong pound continued to weight on payouts.

Invesco Perpetual Income manager Mark Barnett has been buying BP on recent price weakness but said it may be "too late" to build a stake in Tesco.

BP group chief executive Bob Dudley is expecting oil to remain at current low levels for up to three years, leading to job losses and falling investment in the oil sector.

Simon Gergel, manager of The Merchants trust, explains why he is finding opportunities in mega caps and specific recovery situations.

Star managers, body language, and the oil price panic

The rapidly falling oil price is creating the perfect environment for a 'disinflationary boom' in asset prices, according to the managers of the Ruffer investment company.