Matt Hudson, manager of the £694m Schroder UK Alpha Income fund, has increased his weighting to banks, despite industry concerns about the threat to dividends from the record level of regulatory fines imposed recently.
Analysts have expressed concerns about the disclosure policies of some specialist investment trusts as investors continue to pile into alternative assets.
Jonathan Winton, co-portfolio manager of the Fidelity UK Smaller Companies fund, explains why under-researched stocks allow managers to look ahead for changes the wider market is likely to miss.
Tesco shares rose as much as 15% today after the retailer announced plans to save £1bn, prompting a wider rally for the troubled supermarket sector.
Beleaguered supermarket Tesco is planning a cost-cutting drive which will see it cancel its full-year dividend, close stores, and appoint a new UK CEO in a bid to reverse its fortunes.
UK retailer Mulberry has issued a profit warning after a "greater than anticipated" decline in wholesale sales.
Is the retail recovery all smoke and mirrors?
UK profit warnings have hit a three-year high after more than 100 warnings were issued in the first half of 2014, according to a new report.
Shares in some of the UK's leading retailers - including Morrisons and Tesco - were tumbling this morning as poor Christmas trading impacted retail bellwethers.