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  1. AXA Rosenberg's Smith: why IBM may be too cheap

    By Matthew Goodburn on 22 December 2014

    VIDEO: Axa Rosenberg's global equities manager explains why he believes IBM might be trading below its intrinsic value.

  2. Russell’s multi-asset CIO reveals top contrarian bet for 2015

    By Chris Sloley on 18 December 2014

    VIDEO: High yield is worth another look but one equity market is emerging as a surprise favourite, says Christophe Caspar.

  3. Macro matters: three top managers on the biggest risks for 2015

    By Matthew Goodburn on 12 December 2014

    VIDEO: Citywire Global canvassed an Asian equity specialist, a credit chief and a US equity manager on the hurdles to overcome in the year ahead.

  4. Italy is our biggest worry, says AXA's chief economist

    By Matthew Goodburn on 10 December 2014

    VIDEO: Chaney believes Italy is in desperate need of fiscal stimulus and France also needs to urgently address its labour laws.

  5. Insight credit chief: why we're buying second tier bank bonds

    By Matthew Goodburn on 09 December 2014

    VIDEO: Citywire + rated Peter Bentley has slashed peripheral eurozone bond exposure while adding selective second tier banks to capture the benefits of deleveraging.

  6. Euro star Clements: what I'm buying in sold-off Russia and oil services

    By Matthew Goodburn on 08 December 2014

    VIDEO: SYZ Asset Management's newly-appointed head of European equities reveals how he is setting up his blockbuster funds to capitalise on wider volatility.

  7. Aberdeen’s EM corporates chief reveals best offbeat bets

    By Matthew Goodburn on 05 December 2014

    VIDEO: Siddarth Dahiya says abundance of new global issuers can throw up quality companies in increasingly smaller markets.

  8. Asian financials are 'cheapest equity trade', says equity star

    By Eugenio Montesano on 05 December 2014

    VIDEO: There are 'pockets of cheapness' to be found within the Asian ex-Japan equity space, according to Citywire A-rated Rahul Chada.

  9. Hack attacks: inside the cybercrime paradox facing EM countries

    By Matthew Goodburn on 04 December 2014

    VIDEO: Broadcaster and author Misha Glenny talks to Citywire Global about the rise of developing world cyber criminals and the threat to Western companies.

  10. Time for M&A activity to accelerate, says €1.5bn Alt Ucits manager

    By Matthew Goodburn on 03 December 2014

    VIDEO: JPM's Yazann Romahi believes a greater number of smaller deals rather than mega-mergers will benefit arbitrage investors.

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