The Big Question: Which financial stocks are you loving or loathing, and why?

BIG QUESTION

clock • 17 min read

Fund managers tell us how they are playing the financials sector.

Richard Buxton head of UK equities, Old Mutual Global Investors   St James’s Place It has felt pretty lonely being a UK bank shareholder in recent years, but in the case of my biggest holding – Lloyds – with the shares up over 50% this year, one feels rather less like a social pariah.  The recent results demonstrated further progress in reducing bad debts, improving returns and moving towards a position of being able to resume dividend payments. With buoyant equity markets and increased savings flows, we still like Legal & General and St James’s Place, but these have also perfo...

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