BHP returns to profit as Persimmon ‘sitting pretty’
Both BHP Billiton and Persimmon impressed shareholders with their latest trading updates, the miner returning to an annual profit and agreeing to ditch its US shale operation and the UK builder posting double digit revenue growth.
PA ANALYSIS: The real mavericks of UK Equity Income
Like ‘Dirty’ Harry Callahan and Starsky & Hutch, UK Equity Income has hosted its fair share of rule-breaking mavericks, the question is should we accommodate or banish them?
PA ANALYSIS: Is the Megacap M&A season heading south already?
BHP Billiton’s spin off and listing of South32 fell rather flat on Monday, as its shares traded at the lower end of analyst expectations, giving the newly minted firm a market cap around $8.7bn.
Changing inflation expectations herald shift to value – long
Changing views on inflation are likely to signal a weakening of investors’ fixation with yield and duration and an improvement in perceptions of value, says Charles Long, manager of the GLG UK Select Fund.
Are the next three weeks a great buying opportunity?
We are now just three weeks from the general election in the United Kingdom so a significant window of opportunity could be closing, depending on your assessment of the situation.