Royal Dutch Shell

Scott McKenzie, investment director and manager of the Saracen UK Income fund, says the largest dividend payers in the UK market currently offer limited potential for growth, particularly as the strong dollar is masking inherent weaknesses in many business...

Ex- Gartmore manager Nigel Kennett, whose Canlife UK Equity portfolio has one of the industry's largest overweights to BG Group, is considering buying Jupiter to replace the natural gas giant.

Which sectors are ripe for consolidation?

Shell's planned £47bn takeover of BG Group could present ethical funds with a new dilemma as it removes one of their largest potential investments.

Concentration risk: Is Shell the new Apple?

The ten funds getting biggest boost from BG deal

UK-listed energy stocks have rallied strongly in early trading as investors look for more M&A activity in light of Shell agreeing a £47bn takeover of BG Group.

Royal Dutch Shell has agreed to buy BG Group for £47bn in one of the largest deals of all time.

Several years on from launch, retail fund buyers are showing increasing interest in a strategy which seeks to bridge the gap between passive and high alpha portfolios.

Simon Brazier has completed his overhaul of the £164m Investec UK Alpha fund, trimming positions in "expensive" cyclical stocks in favour of more globally diversified companies.