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Invesco Perpetual’s Mustoe: Why I’m betting big on Europe
By Daniel Lanyon | 18:00 | 20-Oct-2014
Invesco Perpetual’s Nick Mustoe says the market is behaving irrationally towards European stocks and has upped his weightings significantly as a result. ...
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Beware “extremely expensive” bond market, warns Brookes
By Alex Paget | 16:00 | 20-Oct-2014
Schroders’ Marcus Brookes, JPM’s Bill Eigen and Threadneedle’s Mark Burgess all think that the price of gilts and treasuries can only fall from these levels. ...
 
UK equity dividends set to disappoint
By Daniel Lanyon | 14:00 | 20-Oct-2014
Capita’s Justin Cooper says dividends look set to fall in the face of stronger sterling, but UK equity income manager Stephen Message is still bullish on income growth. ...
 
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