Fund Manager Interviews
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.
French boutique refocuses eurozone equity fund
Paris-based group adjust flagship strategy to new high conviction, value-orientated approach.
EM equity star: why I’ve bought Egypt for the first time in two years
Citywire A-rated Hertta Alava has made cautious moves back into the North African market after a prolonged hiatus.
M&G’s Tomlins: commodities will outstrip energy on HY defaults
The high yield bond manager is reducing exposure from the ‘shaky’ sector as he fears further problems lie in store.
Euro equity duo reveal recovery stories powering performance
Rothschild & Cie's Didier Bouvignies and Philippe Chaumel explain how their eurozone focus has driven them up the sector.
Asian equity star Soon: three plays to tap China's landmark shake-up
PineBridge's Citywire AAA-rated regional specialist believes there are still opportunities to tap but managers must be aware of bubbles.
Leading Euro HY manager: why I’m buying up Austrian banks
Citywire AA-rated distressed debt specialist sets sights on country's under-pressure financials sector in top-performing fund.
Europe faces demographic time bomb, warns buy and hold veteran
Citywire + rated Jean-Pascal Rolandez believes central European countries faces same fate as Japan with aging mismatch.
PIMCO income outperformer snaps up US ‘bond proxies’
Citywire + rated Brad Kinkelaar eyes opportunities in Reits and utilities after supreme price depression.
Converts veteran backs aerospace to send giant fund soaring
Citywire + Jacques Berghmans believes French aircraft firms will prove hugely overlooked restructuring standouts.