Invesco Perpetual's Neil Woodford is running the most concentrated portfolios seen in his 25-year fund management career in an effort to shield his funds from economic headwinds.
John Kay has released his final report on the UK financial services sector, calling for investors to rethink their approach to portfolio construction and risk management.
Invesco Perpetual's Neil Woodford has said he expects profit warnings will come "thick and fast" in the near term after identifying them as a key risk to markets in the current environment.
Invesco Perpetual's Neil Woodford has given his backing to G4S chief executive Nick Buckles, saying the group's failure to deliver on its Olympic commitments is the fault of local management.
Neil Woodford's £20bn income portfolios are set for a boost after small-cap healthcare stock Proximagen was subject to an agreed bid, at more than twice the share price he paid.
Invesco Perpetual's income stalwart Neil Woodford has initiated three new positions in his £915m Edinburgh investment trust, to take advantage of share weakness.
Neil Woodford's heavy overweight pharmaceutical position on the Invesco Perpetual Income fund dragged the portfolio into the bottom quartile during the first three months of the year.
Moody's has downgraded Tesco's debt rating after warning it will "take time to revive profit growth" at the UK's largest supermarket.
Neil Woodford has for the first time lifted the lid on why he completely sold out of retailer Tesco, while admitting he was disinclined to do so with the stock trading at distressed valuations.
Neil Woodford's love of pharmaceutical companies has been well publicised over the past few years, but the income investor has been particularly excited about the prospects of a company using pieces of pig to regrow human tissue.