PSigma

MARKETS

Top UK equity income managers have been cutting their weighting in tobacco stocks as concerns over earnings momentum and new rules on plain packaging put pressure on share prices.

THE BIQ QUESTION

THE BIQ QUESTION

Now is the time for income-seeking investors to look at UK banks again, ahead of their return to the dividend register, said Schroders' Nick Kirrage.

THE BIG QUESTION

THE BIG QUESTION

In the first of a two part series, managers reveal the plays that have contributed to their performance since January.

ON NORTH AMERICA

PSigma's income manager Bill Mott has warned banks will never be able to return to the pre-crisis days of stellar profits.