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  1. Schroders’ Lacey warns of major misconceptions over shale boom

    By Matthew Goodburn on 20 November 2014

    VIDEO: Global energy expert explains why the long-held belief that the US will become a net exporter of oil by 2020 is misguided.

  2. Oil and the EMs: East Capital CIO reveals winners and losers

    By Chris Sloley on 19 November 2014

    VIDEO: Citywire + rated Peter Elam Håkansson names the markets set to benefit from oil price drop and the chances for a Russian revival.

  3. Henderson star: exporters to win big from further euro weakening

    By Matthew Goodburn on 18 November 2014

    VIDEO: Citywire AA-rated Nicholas Sheridan is optimistic on the outlook for the eurozone over the next year and believes ECB action will begin to kick in.

  4. The two major flashpoints facing multi-asset investors in 2015

    By Chris Sloley on 18 November 2014

    VIDEO: Aviva Investors’ Nick Samouilhan explains how to approach policy divergence and why EMs are best avoided.

  5. Schroders EMD co-chief: Argentine agony shows no sign of ending

    By Matthew Goodburn on 17 November 2014

    VIDEO: Veteran investor James Barrineau is fiercely bearish on Argentina as, even beyond hold-out headaches, he sees little reason for optimism.

  6. Europe is no longer an EM ‘gateway’, says equity star de Trogoff

    By Matthew Goodburn on 17 November 2014

    VIDEO: The Citywire + rated manager outlines where the region stands at the end of Q3 and why equities are investors' default pick at present.

  7. Henderson Alt Ucits star: how I'm playing the falling oil price

    By Matthew Goodburn on 14 November 2014

    VIDEO: Citywire A-rated Luke Newman explains why he has upped net exposure and how he is repositioning after the price drop in oil.

  8. Euro equity star Tenerelli: why I'm buying back into Spanish property

    By Matthew Goodburn on 13 November 2014

    VIDEO: The Citywire AA-rated manager explains why he is optimistic on corporate earnings for 2015 and why Spain is his best peripheral pick.

  9. US HY star: the one call investors cannot afford to get wrong

    By Atholl Simpson on 12 November 2014

    VIDEO: AXA IM’s Carl Whitbeck explains how he is taking advantage of re-pricing in the high yield bond market and shines a light on his key changes.

  10. Shinzo’s scorecard: why Abenomics is now at a crossroads

    By Chris Sloley on 10 November 2014

    VIDEO: SuMi Trust’s Genzo Kimura believes the Japanese prime minister is being forced to reconsider his top priorities for growth.

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