Analysis

View from the top: Paragon Diamonds interview

View from the top: Paragon Diamonds interview

Paragon Diamonds' executive chairman Martin Doyle tells Harriet Mann why he is bullish on diamond mining in Botswana.

Edmond Jackson's Stockwatch: The Big Picture

Edmond Jackson's Stockwatch: The Big Picture

There is as yet no real evidence to support a bearish theory that slowing productivity growth is starting to hurt profits of US companies.

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.

Will economic growth drive investment returns?

Will economic growth drive returns?

There's a strong argument that a country's economic growth has little impact on its fortunes, warns Cherry Reynard.

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.

Edmond Jackson's Stockwatch: Can all three legs of JD Sports Fashion run together?

Edmond Jackson's Stockwatch: Can all three legs of JD Sports Fashion run togethe

Optimism has seen JD's shares rise, despite varying performance within the group. It is one to watch in case its fashion turnaround succeeds.

"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.

Edmond Jackson's Stockwatch: Is Begbies rated too cautiously?

Edmond Jackson's Stockwatch: Are Begbies Traynor shares rated too cautiously?

Begbies Traynor shares are attractive as part of a diversified income share portfolio, with scope to surprise on the upside.

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.

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.

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