PA ANALYSIS Platinum questions loom in London
As platinum week kicks off, many questions will be asked, not only about the future path of prices, but also how best to position oneself.
Equities
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Pharma MandA could buoy equities
Threadneedle is feeling less optimistic as it holds its overweight to equities, with Japanese companies looking particularly attractive.
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danske capitals olsen takes on two mandg funds
John William Olsen will manage the firms Global Growth Fund and the Pan European Fund from 1 July.
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EM declines could weigh on Aberdeen SLI Moore
SLI UK equity income trust manager wins through easyjet dividend policy while voicing concerns that emerging market declines could weigh on Aberdeen.
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Finding alpha among the mega-caps
Steve Goldin of Parala Capital looks at a factor driven approach to picking the rights mega cap stocks.
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Pfizer calls on asset managers to save deal
Pfizer asks AstraZeneca’s major shareholders to step in and pressure board to reconsider stance after new proposal rebuffed
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Why wait for St Leger Day
Is the 'sell in May and go away' adage still relevant in today's trading environment? I fear not.
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Ardevora opposes Buffett view of airlines
Ardevora challenges Buffett’s long-held aversion to the airline sector, saying there are selected opportunities to be found in the space.
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DeAWM equities could rise further
Equities are not overvalued yet, the co-chief investment officer at DeAWM recently told investors.
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Woodfords HSBC stake first bank buy since 03
Woodford Investment Managements Neil Woodford says he started dipping his toe into the financial counter midway through last year.
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No signs of bubble in global equities T Rowe Price
Easing equity markets may just be taking a breather, rather than signalling the end of the asset class cycle.
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HEAD TO HEAD GLG Japan Schroder Tokyo
This weeks head to head looks to the Far East and compares two well-known Japanese equity funds