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  1. Don’t expect Indonesia to echo India’s ‘Modi mania’, says EM star

    By Chris Sloley on 30 July 2014

    Citywire AAA-rated manager Matt Linsey believes comparisons between the two markets could be misguided.

  2. Trawling the tech wilderness: why it's time to go off-benchmark

    By Dan Roarty on 30 July 2014

    AllianceBernstein’s Daniel Roarty explains why the fast pace of change in the tech sector can damage index-huggers.

  3. Gold explorers on mining giants’ buy-list, says Templeton’s Land

    By Atholl Simpson on 29 July 2014

    The US group’s mining specialist believes there could be a rise in M&A activity within the gold and precious metals industry.

  1. Markets are priced to perfection, says total return credit chief

    By Chris Sloley on 29 July 2014

    Pictet’s Raymond Sagayam adopts defensive stance as he believes there is little margin for error in credit markets.

  2. Asian equity star: battle for China’s smartphone market is hotting up

    By Chris Sloley on 29 July 2014

    Citywire AA-rated Elizabeth Soon believes major players will struggle to crack the underpenetrated market as local firms up their game.

  3. Morgan Stanley teams up with Asian boutique for fund launch

    By Chris Sloley on 29 July 2014

    Asset manager adds Hong Kong-based group’s Japan-focused cyclicals hedge fund to alternative funds platform.

  4. BlackRock hard-closes European equity long/short fund

    By Chris Sloley on 29 July 2014

    Asset manager stems flows into Alt Ucits strategy following strong level of subscriptions since the start of the year.

  5. Pace of US rates rise will surprise markets, says GSAM manager

    By Luca Rossi on 29 July 2014

    Absolute return specialist Iain Lindsay has reinforced his short position on shorter-dated US bonds to protect against this move.

  6. GLG bond star: global HY defaults could soon start to spike

    By Matthew Goodburn on 28 July 2014

    Bond manager Jon Mawby expects defaults to rise as the era of cheap money draws to a close and has added core European banks.

  7. Five bulletproof dividend stocks to follow

    By Robert St George on 28 July 2014

    Fidelity's Dan Roberts highlights five companies he is backing to prosper in a volatile market.

  8. BLI hires fund selector from ING IM

    By Atholl Simpson on 28 July 2014

    Luxembourg-based group has also bolstered its fund management team with the addition of two new recruits.

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'Fund managers must be true to themselves. If it is a difficult period for your strategy, do not give up.'
Chris Neunkirchner, Valartis Bank

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