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  1. Carmignac’s Leroux: defensive stocks will outperform in 2015

    By Luca Rossi on 28 January 2015

    PARIS: French firm’s director of risk management explains why playing safe is the way forward and why political contagion is a concern.

  2. PIMCO global credit CIO: betting big on a Macau rebound

    By Chris Sloley on 27 January 2015

    Chinese corruption clampdown hit one of Mark Kiesel’s favourite plays in his $12bn fund last year but he is now looking for entry points.

  3. Carmignac’s Ouahba: pockets of value in US HY and EM local debt

    By Luca Rossi on 26 January 2015

    PARIS: Co-manager on the blockbuster Patrimoine fund highlights asset classes to watch and how the group is playing QE.

  4. ‘Modi mania’ has pushed valuations too far, says EM equity star

    By Chris Sloley on 26 January 2015

    Citywire A-rated Thomas de Saint-Seine says he is optimistic on Indian growth, but has cut holdings as the market is too expensive.

  5. Currency calls: why Swiss peg policy piles pressure on the euro

    By Chris Sloley on 21 January 2015

    GAM’s Adrian Owens believes markets shouldn’t begin to question other currency pegs but turn attention to a more obvious target.

  6. EMD star DeNoon: why I've upped my exposure to Indonesia

    By Luca Rossi on 19 January 2015

    Positive reform emphasis makes both sovereign and corporate bets attractive, says the Citywire + rated AllianceBernstein manager.

  7. CoCos are a minefield, says UBP's global fixed income head

    By Luca Rossi on 16 January 2015

    Citywire + rated Christel Rendu de Lint voices concern investors are underestimating the complicated nature of these debt instruments.

  8. Unlimited appetite for income will end badly, says boutique CIO

    By Chris Sloley on 15 January 2015

    Yield-hungry investors are set for a ‘wake-up call’ as dividend-paying firms come under pressure, says Seilern IM’s Raphael Pitoun.

  9. Eyes on Eastern Europe: EMD star names the markets to track

    By Chris Sloley on 15 January 2015

    Citywire AAA-rated regional specialist Leen Clijsters outlines where to look in the troubled region.

  10. Vontobel fixed income chief: why I don’t care about European QE

    By Eugenio Montesano on 14 January 2015

    Citywire AAA-rated manager Hervé Hanoune doesn’t think a sovereign bond-buying programme is the best path for the ECB.

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