Fund Manager Interviews
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.
GSAM veteran Agus: three long/short sector stories to back
Lead manager on the firm’s recently launched Alt Ucits vehicle outlines how he intends to capitalise on the M&A appetite.
Tough times for tech titans: how the big players can bounce back
Citywire Global canvasses global equity managers on whether the IT and telecoms stories can overcome a difficult period of performance.
Golden touch: the sector specialist top over one, three and five years
As the price of gold spirals to a five-year low, Citywire Global finds the fund manager leading the pack over multiple timeframes.
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.