uk managers divided over outlook for banks
UK bank valuations may be at 2008 lows but UK equity managers still have a very different view on how much exposure, and to which banks, they should have.
Financials
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PA ANALYSIS: Clock ticking on financials funds
Similar claims are being made again now, but it’s tough to believe we’ve hit rock bottom. Just because RBS, Lloyds, Barclays and co’s share prices have fallen off a cliff since the start of the year, that doesn’t mean they can’t fall further still. Yet financials funds and their providers still espouse their sector of…
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RLAM’s Platt: End of QE won’t hurt long-dated US bonds
RLAM’s Jonathan Platt says the end of QE will not prove disastrous for long-dated bonds.
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PA ANALYSIS: Cash is more than just a liquidity buffer
Are investors who hold cash as well as their fund managers unecessarily doubling up on lower risk?
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Artemis’ Stuart takes positions in Lloyds and Man Group
The £1.2bn Artemis Special Situations Fund, has established positions in Lloyds BG and Man Group.
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Moody’s reviews 14 UK banks for possible downgrades
Rating agency Moodys has placed 14 UK financial institutions on review for possible downgrades.
