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Latest News - Michelle McGagh

Fund managers slash equity exposure as bulls retreat

Managers are worried that the stock market peak is near and are stockpiling cash.

The Expert View: ABF, Ferguson and Britvic

Our daily roundup of analyst commentary on shares, also including Wincanton and Ashmore.

The small-cap fund managers consistently outperforming

Few fund managers are able to consistently outperform their peers, but a cohort of UK smaller companies investors have managed the feat.

The Expert View: Virgin Money, Secure Trust and WPP

Our daily roundup of analyst commentary on shares, also including Shire and Boohoo.

Nick Train set to splash cash after market sell-off

With two of his stocks the subject of takeover bids, Nick Train expects to be flush with cash soon, and can see plenty of claims on that money.

Expert View: Standard Life Aberdeen, Saga & Auto Trader

Our daily roundup of analyst commentary on shares, also including WH Smith and Intertek.

The Expert View: Tesco, Asos and St James’s Place

Our daily roundup of analyst commentary on shares, also including Hammerson and McCarthy & Stone.

The Expert View: Provident, Burberry and Card Factory

Our daily roundup of analyst commentary on shares, also including Thomas Cook and AO World.

Shire bid could be bitter pill for Takeda, warns Lindsell

Star fund manager Michael Lindsell is worried about major holding Takeda Pharmaceutical's potential bid for Shire.

The Expert View: SSE, Boohoo and CRH

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

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