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Matt Linsey - Latest News

GAM strips boutique star of EM fund

Asset management firm terminates partnership with specialist investor.

EM boutique founder: Trump and Sanders could hurt trade links

Citywire + rated Matt Linsey thinks a number of US presidential hopefuls' economic approaches to globalisation could lead to trade wars.

Valuations reflect Brazil's reality, says EM boutique star

Citywire A-rated Matt Linsey is increasing his allocation to Brazil as distressed valuations are attractive for long-term positioning.

EM star Linsey makes major shift away from India

Citywire A-rated developing world specialist cuts over half of exposure to Indian growth story on valuation fears.

Brazilian consumer boom isn’t comatose, says EM boutique star

Despite reducing exposure to the country, Citywire AA-rated Matt Linsey thinks bottom-up investors can still find value.

Citywire Geneva Emerging Markets Forum 2014

Swiss fund selectors are invited to join their peers and a line-up of leading fund managers for the inaugural event aimed at developing world investments.

Top rated African equity team warns of Nigeria’s ‘perfect storm’

Unit led by Citywire AAA-rated Malek Bou-Diab has cut exposure to frontier favourite over concerns about an array of macroeconomic challenges.

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

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

The three EM equity managers to follow

A stand-out small-cap specialist and a boutique founder flying high are among the fresh talent receiving a Citywire rating this month.

Don’t cash in on Modi mania yet, says AA-rated Linsey

Despite the market beginning to bank on a BJP victory, the EM equity specialist believes there are still gains to be made.

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Play Fisch AM's Haycock: Why we're watching exchangeable convertibles

Fisch AM's Haycock: Why we're watching exchangeable convertibles

The asset manager explains why the sector is attractive and what to expect from volatility in the convertible bonds space.