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Woodford points to market low

Invesco Perpetual income guru Neil Woodford believes that the credit crisis is nearing its lowest point and that there a number of opportunities appearing in the market.

Speaking on Monday this week, Woodford said that although a number of businesses are likely to find it hard in the next two years he is confident that those that make it through are likely to do so in good shape.

While he remains negative to cyclical and consumer facing stocks, Woodford said the likes of tobacco, pharmaceuticals, telecoms and to an extent the oil sector all represent good opportunities for investment.

He said: “I am still very optimistic about the cash resilience of those businesses, the asset resilience of those businesses and their dividend paying potentials. So those are four sectors that we are very keen on and where we have substantial weightings currently and expect them to do well over the next three to five years.”


GuestInvest may hit Aegon Sipp clients

Aegon says a small number of clients that invested in GuestInvest hotel rooms through its Sipp could be affected by the company filing for administration.

Home to roost

The deaths of most mortgage products have been heralded over the last few weeks as deals are withdrawn and more lenders leave the table. Last week, Moneyfacts revealed there are only 3,469 products left in the UK, down from more than 13,000 in August 2007. But are all the mortgage sectors still breathing and what can we expect in the future? Money Marketing asked advisers and mortgage providers for their thoughts on the current state of mortgage products.

The winds of change

While the credit crisis is rightly taking centre stage in everyone’s thoughts it would be wrong to ignore the vital arguments around pension reform that are taking place.

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