Newton’s Paul Flood: When the stars align
Newton’s head of mixed assets investment talks about thematic investing, real assets, balancing risk and return, and the return to prominence of bonds as a portfolio diversifier
British American Tobacco
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Weekly outlook: British American Tobacco and Whizz Air report
Key events for UK wealth managers for the week starting 5 June
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Investec’s Hutchins ups BAT and DMGT holdings
Investec’s Blake Hutchins has upped his fund’s exposure to British American Tobacco (BAT) and Daily Mail and General Trust (DMGT) on the belief they are “undervalued and underappreciated”.
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AstraZeneca shares dive on big day for FTSE results
AstraZeneca’s plummeting share price was the biggest story in a morning flooded with company results on Thursday, with the FTSE index holding steady despite a wobbly start for stocks.
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Woodford makes big call on tobacco stocks
Neil Woodford dropped British American Tobacco from his flagship equity fund in June, a stock which had enjoyed a consistent place in his strategies throughout his career.
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Mixed earnings as UK majors digest Brexit
Amid a flurry of interim results, Lloyds fell short of its dividend objective, while British American Tobacco and AstraZeneca were buoyed by organic growth and product innovation.
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Booze and baccy boost UK bond market post-Brexit
The success of Brown-Forman’s and British American Tobacco’s (BAT) sterling bond issuance Thursday proves investors are still jonesing for quality UK bonds, said Chris Bowie, portfolio manager at TwentyFour Asset Management.
