Fund Manager Interviews
Bond star Pakenham reveals ‘bulletproof’ HY strategy
The Citywire AA-rated manager explains how he has pounced on an untapped area of the European market to power performance.
JPM’s Horne: best bank bets to tap Renzi’s assets sell-off
The Citywire AA-rated European equity specialist is picking his strongest plays to ride out a recovery but also limiting China exposure.
US small-cap specialist: my offbeat bank bet riding Chinese growth
Russell 2500 companies are insulated from a Chinese shock but gains can be made, says Hermes’ Mark Sherlock.
Financials star ups weight in under pressure StanChart
Citywire AA-rated Alain Dupuis builds up bet added in June despite dividend cuts and overhaul plans under new leadership.
This is no time to unfollow Twitter, says $840m tech manager
Despite shares hitting an all-time low and disappointing Q2 figures, Polar Capital’s Nick Evans believes the social media stock has value.
Alt Ucits credit star: two reasons to fear Fed action
Citywire A-rated Simon Thorp believes the end-of-year rate rise could pose more problems than markets anticipate.
Euro equity co-chief eyes new twist on emerging middle class story
Citywire A-rated Rob Jones believes the luxury trend is potentially played out and more day-to-day names can tap growth.
Robeco’s China CIO on biding her time in the A-shares race
Citywire + rated Victoria Mio on how she is keeping one step ahead of emerging trends and fighting fit in China’s fitness boom.
Multi-asset outperformer cuts HY and EMD on rates rise risk
Citywire + Fabrizio Quirighetti has adjusted his portfolios to temper the impact of policy action on credit markets.
‘Expensive’ India is too good to ignore, says EM equity star
William Blair’s Todd McClone plans to build up exposure over the summer to capitalise on long-term growth potential.