Invesco Perpetual

Growth-focused UK equity managers have joined their income peers in backing pharmaceuticals as deals both real and rumoured send shares rocketing.

Invesco Perpetual's Mark Barnett says uncertainty about the strength of economic growth in emerging markets, especially China, is still proving a headwind to global growth and influencing his portfolio choices.

INFLATION

The UK Equity Income sector's total return outstripped other income-focused offerings in the last year, easily surpassing Asian, European and global equity market products. Does that make now a good time to switch?

ON JAPAN

Invesco Perpetual's Martin Walker tells Dan Jones why now is the time to stick with insurers, and how the rich pickings across the equity market have dried up somewhat.

The UK has seen a sharp drop in new fund launches at the start of 2014, attributed to administration backlogs, pricing overhauls and Neil Woodford's forthcoming new venture.

LEADER

The IMA has said it will ensure the UK Equity Income sector does not become "unrepresentative" as other funds look set to follow Invesco Perpetual High Income out of the peer group.

Invesco Perpetual's US parent company Invesco saw its shares slide yesterday after the group lost a significant mandate to exiting head of investment Neil Woodford.