Schroders' Andy Brough has dismissed concerns BP has become a takeover target or will be forced to cut its dividend, labelling investor reaction to the Gulf of Mexico disaster as "mad".
Last week saw dramatic developments in the oil sector as BP tried to contain a huge oil slick, but fund managers are forecasting gradual upward moves in the oil price in the longer term.
Martin Currie manager is seeking out 20%-25% on a reasonable investment horizon on his Global Energy vehicle one year on from its launch
Barings is to launch a Dublin-domiciled Ucits III Middle East and North Africa (Mena) fund.
As a result of the credit crunch, the UK and other parts of the world are facing major structural changes. UK economic recovery will be muted and two-thirds of earnings will come from overseas. So which sectors will perform the best in 2010?
F&C's UK market strategist, Ted Scott, says oil majors will be supported by a number of factors next year, including secure dividends and strong oil prices.
Interesting investment opportunities exist across the three main natural resources areas: energy, metals and agriculture. In recent months the energy, metals and mining sectors have been particularly strong performers, with companies such as South African...
Following a 70% rally from the lows of March, Asian equities' outperformance gap versus the rest of the world has widened even further, resulting in 31% outperformance for the first seven months of the year.
Most investors are accustomed to reading about the gold and oil markets, but few have considered the benefits of diversifying their portfolios using agricultural commodities.