Shares & trading

News on FTSE-listed companies, from results to brokers' views

'Barclays shares are much better value than those of Lloyds Banking Group', says top fund manager 

'Barclays shares are much better value than those of Lloyds Banking Group', says top fund manager 

27 Apr 2015

Shares in Barclays offer much greater potential in the coming years than those of Lloyds Banking Group, based both on the respective valuations attached to the companies, and the level of reform being carried out by the management teams of the businesses, according to Kevin Troup, manager of the Standard Life Global Equity Income fund. 

Why I have £15 million invested in RBS shares, by top fund manager

Why I have £15 million invested in RBS shares, by top fund manager

21 Apr 2015

Mark Costar, manager of the JO Hambro UK Growth fund which has returned 157 per cent over the past decade, compared to 117 per cent for the average fund in the IA UK All Companies sector in the same time period, has told What Investment that the ‘doesn’t agree’ with any of the negativity around shares in banking group RBS at present. 

Glaxosmithkline shares a tremendous opportunity for income investors, says top fund manager 

Glaxosmithkline shares a tremendous opportunity for income investors, says top fund manager 

20 Apr 2015

Despite the recent bouts of bad news to have dampened expectations around the stock, the combination of the attractive yield and the potential for structural changes to the business makes shares in Glaxosmithkline a tremendous investment, according to Adrian Frost, manager of the £7.3 billion Artemis Income fund.

Why I'm selling my property holdings, and buying shares in HSBC and Centrica, by top income fund manager

Why I'm selling my property holdings, and buying shares in HSBC and Centrica, by top income fund manager

16 Apr 2015

Tony Yarrow, manager of the Wise Income fund, which is the fourth best out of more than 90 funds in the IA UK Equity Income sector over the past five years has disclosed the reasons why he is selling his commercial property holdings in the UK and investing the capital in banking giant HSBC and energy firm Centrica. 

Richard Buxton: The UK economic recovery might have peaked, but HSBC remains an attractive investment 

Richard Buxton: The UK economic recovery might have peaked, but HSBC remains an attractive investment 

14 Apr 2015

Richard Buxton, head of equities at Old Mutual Global Investors and manager of the £2 billion UK Alpha fund believes that the UK economic recovery may have peaked, despite the current lusty performance of UK equities. 

Why I'm backing big oil companies for income, by top fund manager 

Why I'm backing big oil companies for income, by top fund manager 

7 Apr 2015

Simon Gergel, manager of the £687 million Merchants Investment trust, which yields over 4.5 per cent, has revealed to What Investment the reasons behind his decision to hold significant investments in BP and Shell, despite the volatility in the oil price.

Revealed: The three best AIM stocks for Inheritance Tax planning investors in 2015 

Revealed: The three best AIM stocks for Inheritance Tax planning investors in 2015 

30 Mar 2015

George Godber manager of the high performing Miton UK Value Opportunities fund, has revealed for What Investment readers the three AIM stocks he believes offer most potential for investors eager to use the AIM market as a vehicle for Inheritance Tax Planning. 

Take a profit on your Tesco shares if you can, counsels top fund manager

Take a profit on your Tesco shares if you can, counsels top fund manager

25 Mar 2015

The recent appreciation in the share price of Tesco is a signal for investors who are in a position to take a profit, according to Charles Luke, manager of the 575 million Murray income trust, which has a yield of over 4 per cent. 

Richard Buxton: HSBC shares are now a 'worry' of an investment

Richard Buxton: HSBC shares are now a 'worry' of an investment

19 Mar 2015

Despite it being the largest holding in his £2 billion Old Mutual UK Alpha Equity fund, Richard Buxton believes that HSBC shares are now on the ‘worry list’ of holdings for UK investors

Nick Train: The FTSE 100 stock I still think is a 'tremendous opportunity', despite the valuation

Nick Train: The FTSE 100 stock I still think is a 'tremendous opportunity', despite the valuation

17 Mar 2015

Star fund manager Nick Train has described one FTSE 100 stock as a tremendous opportunity, despite the waves of negativity that have engulfed the stock in the wake of its most recent results announcement. 

Lloyds Banking Group shareholders can expect the dividend to grow by 800 per cent in the coming years, says top fund manager

Lloyds Banking Group shareholders can expect the dividend to grow by 800 per cent in the coming years, says top fund manager

12 Mar 2015

Steve Davis, manger of the high-performing £1.35 billion Jupiter UK Growth fund believes that the UK banks are ‘one of the few genuinely clear and good growth opportunities in the UK market at present.’ 

Standard Life: Why now is the time to buy big oil and mining stocks 

Standard Life: Why now is the time to buy big oil and mining stocks 

11 Mar 2015

Ed Legget, who during his eight years as manager of the Standard Life UK Equity Unconstrained fund has returned 201 per cent, compared to 64 per cent for the average fund in the IA UK All Companies sector in the same time period, has revealed the reasons behind his decision to buy shares in large mining and oil companies, despite the volatility currently endemic in those sectors.

Can Tesco turn it around?

Can Tesco turn it around?

4 Mar 2015

Four profit warnings in the space of six months, an accounting scandal, a drop of almost 50% in the share price and a dividend slashed by 75%: 2014 was not the best of years for Tesco. Will new leadership restore the troubled store to its former glory?

Barclays is now the 'most investable' UK bank following latest results

Barclays is now the 'most investable' UK bank following latest results

3 Mar 2015

Despite the share price falls that have engulfed shares in Barclays (LON:BARC) since this morning’s results announcement, it has now overtaken HSBC to become the most investible UK bank, according to Rob James, banking analyst at Old Mutual Global Investors. 

Mark Barnett: The best stocks for UK investors as interest rates stay lower for longer 

Mark Barnett: The best stocks for UK investors as interest rates stay lower for longer 

3 Mar 2015

The swirl of data driving the UK towards deflation in the coming months means that the prospect of an interest rate rise in the UK has receded yet further into the distance, and means that a number of sectors of the UK economy look particularly attractive right now, according to Mark Barnett, manager of the Invesco Perpetual Income and High Income funds. 

Dividend announcement boosts Lloyds Banking Group shareholders, but future growth might be 'tougher to come by' 

Dividend announcement boosts Lloyds Banking Group shareholders, but future growth might be 'tougher to come by' 

27 Feb 2015

The announcement this morning by Lloyds Banking Group (LON:LLOY) that it would, after much anticipation, pay a dividend for the last financial year, shows that management have ‘delivered on what they said they would do’, but the challenge for the bank is to grow from here, according to Rob James, banking analyst at Old Mutual Global Investors.