News & Analysis

Energy stocks boosted by higher oil prices

Energy stocks boosted by higher oil prices

BlackRock's Russ Koesterich says energy stocks are likely to perform better than the broader market should events in Ukraine continue to deteriorate.

Viewpoint: The outlook for UK equities

Viewpoint: The outlook for UK equities

Mark Barnett of Invesco Perpetual believes there are areas of the UK equity market that continue to look attractive.

UK mid-cap managers cautious on housebuilders

UK mid-cap managers cautious on housebuilders

With one exception, fund managers canvassed on the outlook for UK housebuilders see shakier foundations for growth in the sector.

"Enormous potential" for agriculture funds

"Enormous potential" for agriculture funds

Agriculture is not a short-term story and the managers of these funds urge investors to bear in mind the powerful logic of the macro case for the food industry.

Fund to watch: Jupiter India

Fund to watch: Jupiter India

The manager of the Jupiter India fund focuses on finding stocks with strong growth prospects that haven't been priced fully by the market.

The Briefing: Specialist sector

The Briefing: Specialist sector

The way to use Specialist differs from one of the other sectors where all the portfolios will pursue the same broad goals making it far easier to select a suitable fund.

Could these out-of-favour funds rise again in 2014?

Could these out-of-favour funds rise again in 2014

In recent years investors who have chosen relatively unpopular areas such as Europe, Japan or property are now reaping the benefits.

Prestbury Investments to float as REIT

Prestbury Investments to float as REIT

Nick Leslau and Sir Tom Hunter will float their £1.5 billion property portfolio, Prestbury Investments, on AIM.

European equities continue to perform in Tactical Asset Allocator

European equities continue to perform in Tactical Asset Allocator

In a bullish outlook, the tactical asset allocator portfolio has added more European equities exposure via an under-rated investment trust.

Energy inquiry could damage Active Income portfolio returns

Energy inquiry could damage Active Income portfolio returns

The government's decision in March to refer the big six energy providers to the CMA risks damaging the active income portfolio's returns.