Shares in Investec were down sharply today after the company said earnings could fall by as much as 10%, amid a tough time for its specialist banking arm in the UK.
Fund managers are facing pressure to buy high risk assets in order to meet their funds' targets in an environment of falling equity volatility.
UK equity income funds are nearing single stock limits on key holdings, causing concentration risk fears to mount, but which funds are taking the biggest bets?
Richard Plackett has bought back into UK banks for the first time since the financial crisis in his BlackRock UK Special Situations fund as the sector begins to show signs of improvement.
UK equity markets have got off to a flying start this year, with the FTSE All Share and FTSE 100 both enjoying double-digit returns, but which stocks have stood out?
Leading UK equity managers are backing housebuilder shares as government policies set the scene for further outperformance.
UK equity income managers are selling out of defensive stocks which have led the global equity rally year-to-date, warning they are approaching bubble territory.