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  1. Rouble rocked: Jim Rogers and Jason Pidcock on Russia's next steps

    By Emily Blewett, Matthew Goodburn on 16 December 2014

    Top investors outline where the country can go as currency suffers steepest drop in over a decade.

  2. Taking new medicine: how to tap biotech’s small-cap stand-outs

    By Chris Sloley on 18 November 2014

    Polar Capital’s David Pinniger is overweighting smaller firms in the fast-moving sector as risk appetite increases.

  3. M&G star bullish on insurers despite dropping two stocks

    By Luca Rossi on 17 November 2014

    Citywire AAA-rated Richard Hughes believes insurers offer better bets than banks but has reshaped portfolio after valuations rose.

  4. Star Asia Pacific equity duo rebuilds Chinese property bet

    By Chris Sloley on 14 November 2014

    The Citywire AAA-rated managers slashed exposure in 2012 but are buying back in despite ‘bubble’ fears hounding the market.

  5. Equity veteran blasts Abe over ‘suicidal’ stimulus efforts

    By Chris Sloley on 13 November 2014

    As snap elections loom for the Japanese PM, Jean-Pascal Rolandez believes Japan is on the road to ruin under Abenomics.

  6. Investors ‘too bearish for too long’ on duration, says EM credit chief

    By Chris Sloley on 13 November 2014

    Henderson’s Steve Drew believes the window of opportunity to adopt a flexible approach is closing, as rates rises set to begin next year.

  7. Gaming growth outlook ‘gone too far’, says Allianz Asia manager

    By Chris Sloley on 03 November 2014

    Yuming Pan has cut back exposure to Macau and Chinese gaming companies as expectations have overshot sustainable levels.

  8. We've been hurt but quality stocks are coming back, says de Fonclare

    By Matthew Goodburn on 20 October 2014

    Jupiter's European equity veteran has has endured a tough year but believes quality names are starting to look attractive once again.

  9. CDS has shed its 'no go zone' stigma, say Pictet total return chiefs

    By Chris Sloley on 13 October 2014

    The Alt Ucits bond specialists set out how the once beaten-up bet is repaying long-term investors and why liquidity is more important than ever.

  10. Value veteran Renaud cuts financials in defensive shift

    By Philipp Sandmann on 03 October 2014

    The former Citywire AA-rated manager and Mandarine Gestion founder has moved into more defensive sectors such as construction.

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