PSigma

BP's robust results lifted shares in the oil major last week but provoked mixed reactions as managers debate whether now is the time to buy back in

This week saw a round of updates from some of the UK's largest dividend payers, including BP, Shell, Glaxo and British American Tobacco. But is it time for investors to be selling the big names?

Top performing UK fund managers including Ed Legget at Standard Life Investments and PSigma's Bill Mott have been buying up mining stocks in recent weeks following a major market sell-off.

PSigma's Tom Becket believes the FTSE 100 could rise 10% by the end of year as European policymakers look set to recapitalise the Continent's highly indebted banks, boosting investor sentiment.

Emerging economies would face a systemic crisis if foreign investors, who own one-third of EM local currency debt markets, begin to pull out their cash, fund managers have warned.

Pharma stocks could be "dramatically re-rated" in the next three to four years, said PSigma's Bill Mott, as analysts realise it is one of the few sectors that can deliver shareholder returns in the face of economic uncertainty.

Income stars such as Neil Woodford and Bill Mott are set for boosts to their portfolios as AstraZeneca jumped over 3% this morning following the approval of a drug the pharma giant pinned $2bn of future sales.

ON ASSET ALLOCATION

PSigma's James Abate is set to use a GDP-focused benchmark in his new Global Equity fund, which launches on 17 June.

PSigma's Bill Mott has tipped UK pharmaceutical giants AstraZeneca and GlaxoSmithKline to double investors' cash over the next three to five years.