PSigma's income guru Bill Mott says defensive sectors are offering the most attractive yields relative to 10-year gilts he has ever seen.
During our meetings with clients and prospects in mid-June, we expressed the view that the spring market correction - driven mainly by global macro concerns - would shift to a more positive tone as the US earnings reporting season for the second quarter...
Last week both Moody's Investor Services and Fitch Ratings said the emergency Budget is supportive of the UK's AAA rating.
PSigma's James Abate says the US market has hit its trough and will not slump further this year, but is likely to see a "huge rally" in the reporting season.
Premier has transferred the management of its £23m Alpha Growth fund from PSigma's Bill Mott to former Gartmore manager Simon King.