Price versus value debate still rages on
The provision of supportive monetary conditions has fuelled a value rally, but now there are signs that higher quality companies with long-term secular growth potential are back in favour.
Which European stocks are bucking the dividend slowdown?
Anthony Cross and Julian Fosh, Liontrust
Liontrust shares have dropped sharply after CEO John Ions sold down more of his stake in the company.
Equity Income fund managers are yet to warm to the tobacco sector, despite a strong 2014 for stocks driven by M&A and their defensive qualities.
Liontrust chief executive John Ions has sold shares in the company for a total consideration of £486,750, according to regulatory filings.
Funds from BlackRock and J.P. Morgan have been added to Sanlam Private Investment's bi-annual list of underperforming income portfolios after a tough year for some of their mandates.
Liontrust multi-manager John Husselbee explains what lesson investors should take from the Tour de France in their hunt for consistent returns.