James Henderson and Laura Foll, managers of the Lowland investment company, have named Glencore, Rolls-Royce and Shell as attractive investment opportunities, despite short-term troubles at these firms.
Did not expect the RMB to hold up
Since the start of the year, the investor risk aversion needle, led by equity market indicators, has moved to heightened levels, says Hermes Investment Management's Geir Lode.
Central banks may resort to 'helicopter drop' measures to stave off the threat of deflation, according to Investec's Alastair Mundy.
Fund groups should focus more attention on the need for active UK equity funds that are overweight large caps, according to Andrew Summers, head of fund research at Investec Wealth & Investment.
Lombard Odier's Swiss equities specialist Patrick Huber has joined Mirabaud Asset Management as the firm bolsters its large-cap desk.
'Investors in big oil stocks should be very nervous'
The sell-off in UK smaller companies has created a far more attractive hunting ground for income seekers than that offered by larger companies, according to Charles Montanaro.