Royal Dutch Shell

More firms expected to cancel dividends

FTSE 100 dipped below 5,685 points

Allianz GI's Matthew Tillett explains why he believes the recent outperformance seen in UK equities is unlikely to continue

Strong headwinds for the commodities sector show no sign of abating, but record share price falls for some companies have provided attractive entry points into the asset class.

Financials and oil stocks favoured

Sovereign wealth fund hit

Simon Gergel, manager of the Merchants trust, explains why he is shunning recently re-rated mid caps in favour of "disappointing" mega caps.

Eric Moore, manager of the Miton Income fund, looks at how major resources companies are responding to price falls.

Old Mutual Global Investors' head of equities Richard Buxton has begun buying back into oil companies to take advantage of the undervalued mega caps.

Toby Thompson, manager of the Brooks Macdonald Global Equity Income fund, analyses if equity investors are right to be concerned about the concentration of income from only a limited number of mega-cap companies