Shares & trading
News on FTSE-listed companies, from results to brokers' views
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
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.
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.
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.
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.
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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
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
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.’
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.
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?
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.
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'
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.
Investors who bought RBS shares hoping for a dividend are likely to have to wait 'until at least 2017' following latest results
26 Feb 2015
Investors who drove the RBS (LON:RBS) share price up 11 per cent over the past year are likely to have to wait until 2017 to see the banking giant pay a dividend, according to Rob James, banking analyst at Old Mutual Global Investors.
25 Feb 2015
Following a period of months of examining the stock as the share price declined, Richard Buxton, manager of the £2 billion Old Mutual UK Alpha equity fund has revealed the reasons why he began investing in Tesco (LON:TSCO) shares.
24 Feb 2015
Carl Stick, manager of the high-performing Rathbone Income fund, which moved past £1 billion in assets last week, has outlined the stocks and sectors he is focusing on to generate income in the current climate.