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Woodford boosts Wm Morrison stake (and leads £10m tech cash call)

Invesco Perpetual's Neil Woodford has become the largest shareholder in supermarket Wm Morrison, and backed a technology firm Xeros' investment round with a £6 million commitment.

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FTSE stalls after Fitch downgrades Italy

The FTSE 100 steps back from Friday's five-year high after Fitch cuts Italy's credit rating. Business softare provider Sage falls after a 15% rally.

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Index construction: leading body warns against ‘false promises’

A leading research body has warned against focusing on stronger governance in index construction at the expense of transparency, as it has proven too ‘ineffective’.

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HgCapital closes TMT fund after pulling in £380m

HgCapital has closed its specialist TMT fund after it attracted £380 million in assets, while its investment company, HgCapital Trust, has posted a 15.3% net asset value total return to investors. 

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Wealth management assets hit all-time high

The UK wealth management industry saw total assets rise to a new high of £527 billion in the final quarter of 2012, despite regulatory pressures at the end of last year.

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Rathbones' Jones: great rotation is not on the cards just yet

The gilt market may be due a sell-off but a great rotation out of credit is not imminent, according to Rathbone Strategic Bond manager Bryn Jones.

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Insight targets 4% with absolute return bond fund

Insight Investment has boosted its Bonds Plus range with the launch of an absolute return global fixed income product targeting a cash plus 4% return.

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Smart Beta: how B Capital is playing China

Lorne Baring, managing director and founder of B Capital, discusses why he’s backing China and how securities lending can be beneficial, if managed properly  

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Investment Trust Insider: Pantheon PE - more than a punt

Pantheon has just published its interim results so it seems like a good time to decide whether to take some profits

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The Expert View: ARM Holdings, Ladbrokes and Babcock

A roundup of some of the best analyst commentary on shares, also including Admiral and Marshalls.

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7IM hires Coutts' director Sanderson for discretionary push

Seven Investment Management has appointed Stewart Sanderson to run the firm’s discretionary relationship management team.

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Close Brothers' wealth arm back in profit

Close Brothers' wealth business has returned to profitability with assets under management within touching distance of £9 billion.

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Alliance Trust raises dividend 7% after 'significant' year

Alliance Trust has raised its dividend by 7% on a 12.1% rise in its net asset value (NAV) in 2012 following a complete overhaul of its structure.  

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FTSE flat after sharp fall in production heightens recession fears

Investors were in a cautious mood after a steep decline in UK industrial production data threatened to rock their recent optimism, and raised concerns of a further contraction in first quarter growth.

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Arbuthnot launches commodity trading desk

Arbuthnot Latham is to launch a dedicated execution-only commodities trading desk for its private clients, following a growing number of requests for brokerage in the asset class.

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How River & Mercantile's Staveley is playing pension reform

UK Equity Income manager Richard Staveley has increased exposure to companies with large pension deficits, which could benefit from a potential government move to lift the discount rate and lower...

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Graham French: last summer was the worst of my career

M&G's global equities star apologises for underperforming sharply last year and steers the fund up the production chain to benefit from the ongoing growth of the emerging market consumer.

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SLI’s James confident on European dividend growth despite recent big name...

Standard Life Investments European Equity Income fund manager Will James says despite the negative headlines, dividend growth remains robust on the Continent.

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Nigel Thomas & Giles Hargreave increase SJP stakes

The star duo have increased their stakes in St James's Place as it emerged Lloyds had netted £520 million from the sale of 20% interest in its wealth subsidiary.  

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Bundesbank: euro crisis 'not over'; pound slumps on triple dip fears

The FTSE 100 held on to an afternoon rally after a warning from Germany's central bank chief that the eurozone crisis was not over.

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