Emerging market equity specialist weighs up investor interest as star manager’s strategy nears capacity constraints.Leave a comment
Inflation expert Mihir Worah warns that an inability to believe Federal Reserve means what it says could hurt resurgent US housing sector.
From an inflation expert to an Indian equity specialist, a wide array of fund managers enter the Asian ratings this month.
ZURICH: Euro Stars AA-rated Berhard Urech has been reducing risk across his JB EM Inflation Linked Bond Fund as he expects further volatility.
The US giant has acquired the remainder of an alternatives specialist it first bought a stake in back in 2010.
With eyes fixed on Wednesday’s FOMC meeting, Citywire Global has collated the views of fixed income investors on the eventual withdrawal of stimulus.
Investors expect the current level of purchases will be maintained despite strong recent data pointing to improvements in the economy.
Citywire spoke to leading fixed income managers from across Asia to find the best investment ideas for 2013.
Manolis Davradakis, senior emerging economist at AXA IM argues that the Turkish protests are fundamentally different from other Middle Eastern protests.
Raymond Chan, CIO equity Asia Pacific at Allianz Global Investors, believes natural gas will power returns in China’s energy sector
Latest litmus test of investor sentiment finds pronounced underweights in commodities and emerging market equities.
In the first of a two-part special, we see how some top selectors from around the world are positioned to gain from the runaway US market.
Latest industry data suggests strong appetite for fixed income as inflows reach highest level of the past 12 months.
From a Japanese equity specialist to a returning global bond star, Citywire Global showcases the top performers this month.
Euro Stars AAA-rated Peter Schlagbauer expects quantitative easing to remain a factor for some years yet as the global economy struggles to kick start growth.
The notion of 'gloss' is very prevalent among US-centric houses where managers are groomed to present well. I agree with the sentiment of getting beneath and we rarely allow a fund manager to follow the 'script'.