Why now is the time to make a significant investment in Lloyds Banking Group and Barclays shares, by income fund manager with a 5 per cent yield
Simon Gergel, manager of the £661 million Merchants Investment trust, which has a current yield of 5.5 per cent, has disclosed the reasons why he believes now is the right time for an income investor to focus on the UK banks.
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Hargreaves Lansdown: The best way for investors to protect their portfolio in the current market conditions
Laith Khalaf, senior analyst at Hargreaves Lansdown has outlined the strategy he believes private investors should apply in order to protect their portfolio from the current market volatility.
Wesley McCoy, recently installed as manager of the £1.2 billion Standard Life UK Equity Unconstrained fund has sold his shares in Royal Dutch Shell and bought a holding in Ophir Energy, a FTSE 250 Africa and Asia focused oil company that he believes is ideally placed to prosper in the present low oil price environment.
Thomas Moore, high performing manager of the £989 million Standard Life UK Equity Income Unconstrained fund, has disclosed the reasons behind his decision to recently begin buying shares in older persons specialist services group Saga.
Dr. David Stubbs, global market strategist at JP Morgan Asset Management, has disclosed what he believes is behind the current market volatility in equity markets, and how investors can deal with it.
Star fund manager Neil Woodford, whose £6.7 billion CF Woodford Equity Income fund is the absolute best performer out more than 80 funds in the IA UK Equity Income sector over the past year has outlined what he believes are the consequences of recent events in China, and the wider consequences for UK investors.
Kenneth Akintewe, senior investment manager on Aberdeen Asset Management's Asian fixed income team, discusses the relative merits of investing in India and China.
Kwok Chern-Yeh, head of investment management in Aberdeen Asset Management's Japanese Equity Team, discusses a quiet revolution that is taking place in China.
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Schroders: UK inflation higher than expected but interest rates unlikely to rise until well into 2016
The latest data from the Office of National Statistics (ONS) showed that UK inflation was 0.1 per cent in July, marginally better than expected by the market, but Azad Zagana, senior European economist at Schroders believes that the Bank of England will hold off on an interest rate rise inflation has risen to 1 per cent, which he doesn’t see happening until the second quarter of 2016.
Nick Train: Why I'm 'not smart enough' to invest in the UK bank shares right now, and the first new stock I have bought for any of my funds in the past three years
Star fund manager Nick Train, who runs the Finsbury Growth and Income trust and the Lindsell Train Investment trust amongst other mandates, has revealed for What Investment the reason why he has shunned investing in UK bank shares, even as the economic recovery takes hold, saying that ‘I am not smart enough to invest in UK banks right now.’
As the two year anniversary of AIM shares being permitted to be included in ISA portfolios nears, Helal Miah, investment research analyst at the Share Centre has revealed the AIM stocks he believes represent the best value for ISA investors right now.