Keep your powder dry for Greece, says multi-asset CIO
Eastsprings’ Kelvin Blacklock believes any positive outcome could set the beleaguered country on course similar to Ireland and Portugal.
Fed hikes set to start but price-in pauses, say Candriam allocation chiefs
The Franco-Belgian group believes September rises can be absorbed by the market but the prospect of a slower process than markets expect can't be discounted.
Government bonds outperformer to depart M&G
Citywire + rated manager and member of group’s Bond Vigilantes to end 12-year stint with investment firm.
Russian equity star reduces rouble reliance with export-led bets
Citywire AAA-rated Jesse Sherman has diversified exposure by riding the strong dollar and tapping ex-Soviet Union opportunities.
Continental comebacks: most improved Europe ex-UK managers
Citywire Global uncovers the specialist investors posting the strongest turnarounds over the past 12 months.
Converts star Basile: how to play the consolidation spree
VIDEO: Citywire AA-rated Davide Basile is readying his blockbuster fund for increased M&A among developed market players.
Asian bonds not immune to Grexit shock, warns income star
Citywire AA-rated Teresa Kong believes the region is relatively well insulated but short-term shock cannot be discounted.
Peripheral expert upbeat on Greece despite halving exposure
European recovery specialist François Gobron has almost halved overall exposure but stresses opportunities still exist.
Overnight Markets: Wall Street down on Greece worries
Investors also factored in slowing US jobs growth in June that tempered expectations for a Fed interest rate increase in September.
Japan star Shiozumi blasts firms over ‘wastefully large’ cash holdings
The Citywire A-rated manager and sector outperformer believes Abenomics is finally driving companies into shareholder-friendly territory.