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• Overweight Oxford Instruments (OXIG) by JP Morgan
• Neutral Auction Technology Group (ATG) by JP Morgan
• Buy Sage Group (SGE) by Citi
• Buy Savills (SVS) by HSBC
• Overweight South32 Limited (DI) (S32) by Barclays
• Equal Weight Petra Diamonds Ltd.(DI) (PDL) by Barclays
• Overweight Rio Tinto (RIO) by Barclays
• Equal Weight Glencore (GLEN) by Barclays
• Overweight Hochschild Mining (HOC) by Barclays
• Equal Weight Fresnillo (FRES) by Barclays
• Overweight Endeavour Mining (EDV) by Barclays
• Equal Weight Ferrexpo (FXPO) by Barclays
• Underweight Antofagasta (ANTO) by Barclays
• Overweight Anglo American (AAL) by Barclays
• Underweight Phoenix Group Holdings (PHNX) by Barclays
• Buy Ceres Power Holdings (CWR) by Berenberg
• Buy Kainos Group (KNOS) by Berenberg
• Outperform Admiral Group (ADM) by RBC Capital
• Buy Ceres Power Holdings (CWR) by Goldman Sachs
• Buy Smurfit Kappa Group (CDI) (SKG) by Jefferies