Energy

Highly regarded Investec Asset Management energy duo Jonathan Waghorn and Mark Lacey are running an overweight position in the ‘deeply distressed' gas sector.

ETHICAL INVESTING

BlackRock's Poppy Allonby believes China is offering the best potential for green energy.

Neil Woodford will receive a dividend boost from top-20 holding International Power after GDF Suez agreed a special payout in excess of £1.3bn to sweeten its proposed tie-up.

BlackRock veteran Bob Doll predicts the US stock market could achieve annualised returns of 8% over the next decade.

Energy bonds lead corporate debt returns this month after receiving a boost from BP temporarily sealing the leaking Macondo oil well.

Investec Global Energy fund managers Jonathan Waghorn and Mark Lacey have used the BP-led downturn to add to a number of stocks "unjustly punished" by the Gulf of Mexico disaster.

Neil Woodford's Invesco Perpetual has threatened to shun UK renewable energy companies unless regulators increase the returns available to investors and provide greater certainty over future policy.

Neil Woodford, the largest shareholder in International Power, has backed the energy group's proposed tie-up with French giant GDF Suez.

Star Invesco Perpetual manager Neil Woodford is once again likely to take centre stage in takeover discussions, with top-20 holding International Power in talks to combine assets with French giant GDF Suez.