UK equities

‘I am more cautious on UK growth than the crowded consensus’

When will UK interest rates peak?

AXA Framlington UK equity manager Nigel Thomas has bought into the recent Poundland IPO in his UK Select Opportunities fund, expecting the store to benefit from the rise of the 'promiscuous shopper'.

Are UK valuations too expensive?

Pfizer, the US pharmaceuticals giant which today raised its offer for UK rival AstraZeneca, has written to Prime Minister David Cameron in an attempt to appease fears over the impact of any takeover.

RETAIL

Fidelity's top performing fund manager Alex Wright has said the group will not let its flagship Special Situations fund grow to the size seen under previous manager Anthony Bolton.

UK EQUITIES

UK EQUITIES

Stock selection will be particularly important in the UK retail sector in future, according to Aviva Investors' Chris Murphy, after a number of high street stores started the year with disappointing results.