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Rensburg's Morton backs BG Group over oil giants

12:25 | 24 Jul 2008 | By Nicholas Paler

BG Group has more exciting growth prospects than BP and Shell, says Rensburg's Colin Morton.  

The Daily Interview: AAA-rated Adams sees no bubble in commodities

00:01 | 24 Jul 2008 | By Sara Smith

Commodities are not in a bubble says Citywire AAA rated Stephen Adams, fund manager and head of UK Equities at Aegon.

Santander spin-off would not trigger a wave of sales, says De Blonay

09:40 | 21 Jul 2008 | By Danielle Levy

With Santander reportedly considering the sale of its asset management arm, AA-rated financials manager Guy De Blonay believes any deal is a one-off and not the beginning of a spate of asset management M&A.

The Daily Interview: Oil and coal backed by real demand, says Fairweather

00:01 | 21 Jul 2008 | By Sara Smith

This is not a commodity bubble, says Martin Currie's James Fairweather, but real demand with limited supply.

The Daily Interview: This is not financial Armageddon, says Mott

00:01 | 18 Jul 2008 | By Sara Smith

Psigma’s Bill Mott remains bullish on housebuilders and financials despite their recent troubles.

Burnett warns of three-month crunch cycle

09:30 | 16 Jul 2008 | By Daniel Grote

Investors wary about the next Bear Stearns should keep a close eye on the markets on 18 September when banks are set to scramble for extra funding, according to Rob Burnett, Neptune’s head of European equities.

The Daily Interview: Henderson buys RBS in anticipation of upgrades

00:01 | 16 Jul 2008 | By Nicholas Paler

The manager of the Henderson Opportunities Trust, James Henderson, has been buying shares in Royal Bank of Scotland in anticipation of the stock’s earnings being upgraded.

AA-rated de Blonay: A&L deal removes uncertainty

11:23 | 15 Jul 2008 | By Nicholas Paler

New Star Asset Management's New Star Global Financials manager, Guy de Blonay, has said the deal put forward by Santander for Alliance & Leicester is satisfactory for shareholders as it provides clarity over the future of the business.

New Star's Webster ploughs back into global property

09:04 | 15 Jul 2008 | By Colin McClelland

New Star head of global property Stuart Webster has gone on an acquisition spree in Europe and the Far East because he says the commercial property market in those places is ripe for buying again.

The Daily Interview: Bank foreclosures to hit property pricing

00:01 | 15 Jul 2008 | By David Campbell

Distressed sellers will deliver a big blow to secondary property pricing warns Aegon's co-head of property.

Woodford and Bolton sound the alarm on miners

00:01 | 15 Jul 2008 | By David Campbell

Two of Britain's leading investors have warned of a bubble in mining stocks that could devastate the performance of the nation’s most successful funds

The Daily Interview: West will face 'mayhem' in face of emerging markets

08:21 | 11 Jul 2008 | By David Campbell

Western economies face absolute as well as relative decline in the face of resource-hungry developing nations, Bryan Collings of Hexam has warned.

AA-rated Geffen: Banks to lead sharp bear market rally before further rights issues

12:14 | 09 Jul 2008 | By Nicholas Paler

Under pressure banks are set to make a recovery in the next few months before enduring further falls, Neptune's Robin Geffen has claimed.

The Daily Interview: Sell commodities, buy banks, says Premier's Morrell

00:01 | 09 Jul 2008 | By Sara Smith

Now is the time to sell commodities and buy back into banks, says Premier Asset Management’s European Growth fund manager Rupert Morrell.

‘Dutch Anthony Bolton’: bad news already priced in

00:01 | 09 Jul 2008 | By Philip Haddon

Leading Dutch fund manager Rolf Stout believes a fantastic buying opportunity exists and is backing emerging markets and commodities to continue outperforming over the next three years.

F&C's Ted Scott: UK officially in bear market

13:12 | 08 Jul 2008 | By Dylan Lobo

F&C Investments' Ted Scott says the UK has officially entered the bear market stage and warns things could get much worse for the stockmarket. 

The Daily Interview: Consumer spending key to new Europe success, says A-rated Biryulyov

00:01 | 08 Jul 2008 | By Dylan Lobo

JP Morgan Asset Management's Citywire A-rated Oleg Biryulyov is playing the indirect effects of oil wealth on the emerging European region.

The Daily Interview: Rates to come down as inflation eases, says Omam's Palmer

00:01 | 04 Jul 2008 | By Sara Smith

Old Mutual Asset Managers (Omam) Chris Palmer expects interest rates to fall as economic conditions worsen and inflation eases.

Investec sees emerging market bonds as a good bet

09:30 | 02 Jul 2008 | By Daniel Grote

The company said that bonds have already priced in a lot of bad news, giving them an effective buffer against inflation that has hit emerging markets hard

FSA ruling ‘unlikely to affect investment patterns’

09:30 | 02 Jul 2008 | By Matthew Goodburn

The Financial Service Authority’s recent ruling to declare short selling positions greater than 0.25% in companies conducting rights issues is unlikely to make a difference to investment patterns, says at least one fund manager.

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