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Invesco Perpetual's Walker names his top stock picks for 2013
Markets
by James Phillipps on Jan 16, 2013 at 10:34
‘I favour the non-voting shares as they trade at a significant discount to the ordinary shares. Once the cash is stripped out, the stock is trading on a P/E multiple of 9.5 times expected 2013 earnings.’
Resolution
In keeping with his backing of non-bank financials, Resolution is another stock that should benefit from longer-term stock market growth. He points to the insurer’s healthy 8.3% yield and notes its large group pensions division should benefit from its operational gearing, much like Schroders.
Over three years to 15 January the Invsco Perpetual UK Aggressive fund has posted growth of 36.4% compared to an IMA UK All Companies sector average return of 27%. The UK Growth is up 21.1% over the same period.
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