Argonaut’s Norris: 50/50 chance of a June Grexit

The confrontational scenario between the Syrizia-led Greek government and its EU and IMF creditors is coming to a head. Argonaut’s Barry Norris tells Citywire there is a real danger Greece overplays its hand, leading to Greece exiting the euro – but argues this would not be a tragedy for the rest of Europe.

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Citywire AA-rated Yarrow: 10 income stocks for the next five years

Despite recent investor concerns about dividend sustainability and growth in the market, there are still high quality companies committed to organic investment for their futures. Evenlode Income fund managers Hugh Yarrow and Ben Peters identify 10 stocks they expect to produce sustainable dividend growth for the next five years. 

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T. Rowe’s Eiswert: Unwinding the yield-oriented bubble

While unprecedented monetary stimulus and historically low interest rates have catalysed a resurgence in equity markets in the past six years, a persistently sluggish global economy has dramatically affected investor psychology. T. Rowe Price’s David Eiswert explains why this mentality is beginning to shift – and how to navigate the new landscape.

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How the shipping industry is riding the cheaper oil price wave

Global trade is almost entirely dependent on the shipping industry – and when more needs to be shipped, shipping companies can drive up rates. Jamie Carter, manager of the SWMC Small Cap European fund, explains why the shipping sector – and more specifically the oil tanker market – has become a surprise success story of fluctuating […]

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Active share trend ‘misunderstood and misused’

Stock picking talent is something that is rightly celebrated, but Portfolio Adviser warns today’s obsession with active share is in danger of becoming nothing more than a marketing ploy. Eoin Murray, head of investment office at Hermes Investment Management, explains why active share is “much talked about, often misunderstood and occasionally misused.”

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M&A wave in global healthcare poised to roll on

Global healthcare M&A reached $265bn  last week – 77% higher than at the same point of 2014, which was the largest year on record for healthcare M&A by a huge distance. Stenham Asset Management senior analyst Bruce Harington explains to Investment Europe why he believes the healthcare M&A wave shows no signs of abating.

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Star Nordic duo slash Danish bond bets to bulk up on UK

Søren Lolle and Karsten Bierre, co-managers of the Nordea 1 Flexible Fixed Income fund, have slashed Danish mortgage bond exposure and piled into UK gilts since the start of the year. Here, the Citywire A-rated bond duo explain why they have aggressively cut holdings in the specialist sector.

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A five-point plan for a healthier financial future

If the UK is to achieve sustainable retirement provision, policy needs to be aligned with long-term objectives rather than short-term vote winning. In this column for Pensions Age, Redington’s Rob Gardner outlines a five point plan for a healthier financial future, with the aim of fuelling further policy debate.

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