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News by: Michelle McGagh

Illsley hails best opportunity in builders since 2008

by Michelle McGagh on Mar 29, 2018 at 12:09

Fund manager says there have been three big opportunities to invest this century: as the dotcom bubble burst, after the financial crisis, and now.

The Expert View: Sainsbury’s, DFS and Mitie

by Michelle McGagh on Mar 29, 2018 at 05:00

Our daily roundup of analyst commentary on shares, also including Hilton Food Group and Clinigen.

The Expert View: GlaxoSmithKline, Stagecoach and Miton

by Michelle McGagh on Mar 28, 2018 at 05:00

Our daily roundup of analyst commentary on shares, also including United Utilities and 4imprint.

Fund managers flag peril to US stocks from trade tensions

by Michelle McGagh on Mar 27, 2018 at 13:40

US multinational companies would be the biggest losers of a trade war with China, according to fund managers.

Buxton tips stricken Micro Focus to break up and delist

by Michelle McGagh on Mar 27, 2018 at 12:40

Old Mutual UK Alpha manager says spin-off of software company's successful Suse business could deliver value to suffering shareholders.

The Expert View: Pennon, Next and GKN

by Michelle McGagh on Mar 27, 2018 at 05:00

Our daily roundup of analyst commentary on shares, also including JD Sports and Keywords Studios.

The Expert View: Reckitt, Interserve and Crest Nicholson

by Michelle McGagh on Mar 23, 2018 at 05:00

Our daily roundup of analyst commentary on shares, also including Ted Baker and Marshalls.

China slowdown could spark another correction

by Michelle McGagh on Mar 22, 2018 at 09:51

Royal London's Trevor Greetham is predicting a slowdown in the Chinese economy in the second half of the year.

Cracks appearing in bull market, say fund managers

by Michelle McGagh on Mar 22, 2018 at 09:37

Bank of America Merrill Lynch survey of fund managers reports concern about trade wars and inflation.

The Expert View: Kingfisher, Xaar and 888

by Michelle McGagh on Mar 22, 2018 at 05:00

Our daily roundup of analyst commentary on shares, also including Wood Group and Hollywood Bowl.

Change at the top: a good time to invest?

by Michelle McGagh on Mar 21, 2018 at 07:00

River & Mercantile UK Dynamic Equity manager Will Lough highlights how chief executive changes can flag a buying opportunity.

The Expert View: Bellway, Next and Ocado

by Michelle McGagh on Mar 21, 2018 at 05:00

Our daily roundup of analyst commentary on shares, also including Devro and Volution.

The Expert View: William Hill, Hammerson and Workspace

by Michelle McGagh on Mar 20, 2018 at 05:00

Our daily roundup of analyst commentary on shares, also including Moneysupermarket and TT Electronics.

The Expert View: Kier, Standard Life Aberdeen and Savills

by Michelle McGagh on Mar 16, 2018 at 05:00

Our daily roundup of analyst commentary on shares, also including OneSavingsBank and Cineworld.

Aviva's preference shares threat will come back to bite

by Michelle McGagh on Mar 15, 2018 at 10:08

TwentyFour Asset Management's Gary Kirk warns the insurer will face higher debt costs in future if it cancels high-yielding preference shares.

The Expert View: Morrisons, Prudential and Antofagasta

by Michelle McGagh on Mar 15, 2018 at 05:00

Our daily roundup of analyst commentary on shares, also including Carnival and St Modwen.

Swain calls time on pub sector and warns of divi cuts

by Michelle McGagh on Mar 14, 2018 at 15:42

Mark Swain, manager of the Smith & Williamson Enterprise fund, believes pub groups may need to cut dividends to fund a fight against restaurants.

The Expert View: Burford, Greencore and TP Icap

by Michelle McGagh on Mar 14, 2018 at 05:00

Our daily roundup of analyst commentary on shares, also including Close Brothers and Brooks Macdonald.

Lindsell stays tuned to football as TV bid war calms

by Michelle McGagh on Mar 13, 2018 at 12:17

Star manager Michael Lindsell owns shares in Italian champions Juventus and is unfazed by signs the frenzy for football TV rights is slowing.

Aviva threatens to cancel high yield preference shares

by Michelle McGagh on Mar 13, 2018 at 07:00

Preference shares tumble on news insurer may seek to cancel high-yielding investments, sparking protest from activist Mark Taber.

 

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