Energy

Concerns over sector M&A

Does not expect dramatic fall

Revises overweights and underweights

Investment Week asks managers for their view on 'Black Monday' and how they are protecting their portfolio amid ongoing market volatility

Eric Moore, manager of the Miton Income fund, looks at how major resources companies are responding to price falls.

How important is the macro thesis on EMs?

What the Iran nuclear deal means for oil prices

Private equity manager Foresight Group has launched an infrastructure enterprise investment scheme (EIS), in a bid to offer investors access to energy infrastructure opportunities.

I would like to introduce a brand new term called 'false trough spotting'. As a paid-up contrarian, it is my duty to find an asset class that is troughing in price and then declare it as a 'bottom fishing' opportunity.