UK equities

SMART MONEY

Jupiter's Anthony Nutt has said now is a "good time" to retire despite markets offering what he sees as the best investment opportunity in over a decade.

Starting valuations for UK stocks and increasingly negative equity sentiment point to the beginnings of a new bull market, according to Schroders' Richard Buxton.

The FTSE 100's dismal week continued today as the UK's leading index fell to a four-month low, and remains on course to make a loss for the week.

Lazard's global equity income fund manager Pat Ryan has warned investors off buying tobacco companies after the rush to buy safe haven-style stocks sent valuations sky-rocketing.

Resolution, the insurance acquisition specialist, has seen its shares leap today after it was upgraded by analysts because of its attractive dividend yield.

Liontrust is to launch an offshore version of its popular Special Situations unit trust early next month.

The growing number of off-exchange trading platforms is changing the way fund managers buy and sell shares, according to Nigel Thomas, manager of the £3.3bn AXA Framlington UK Select Opportunities fund.

Strong performance from Debenhams and Lloyds Banking Group have helped drive returns for Schroders' Richard Buxton this year, and the manager is holding on to all his mining positions despite a recent slump in prices.

Tom Dobell, manager of the £7.7bn M&G Recovery fund, expects an uptick in M&A activity to rejuvenate performance in 2013 after a "tough" three years for the fund.