Markets
Barings’ China manager: consumption is not a crowded trade
'Government policy is pro-growth,' says Agnes Deng – manager of the $3.2bn Baring Hong Kong China fund as she sells out of finaincials to top-up on consumption stocks.
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Overnight Markets: US stocks gain as Europe offsets China concern
But the Nasdaq declined after NetApp gave a weak revenue forecast, casting doubt on the outlook for tech spending.
Mandarine manager: why we are sticking with the eurozone
Small and mid-cap equity specialist Diane Bruno reveals exciting opportunities in Italy, Spain and Portugal.
Financials: unfashionable rather than risky, says Invesco manager
Risk reward on banks and asset managers is compelling says Invesco's Surplice, who has recently broken out of his underweight position.
Threadneedle govt bond boss Fitzsimmons exits
The firm's head of government bonds and foreign exchange is leaving after nearly nine years.
German pension chief on finding the silver lining
Heading Germany’s biggest pension fund, Rainer Jakubowski has a knack for optimism - he’s even found a bond market worth shouting about, the BBV manager tells Citywire.
European firms face uphill struggle in Asia says funds lobby group
Asian markets are becoming ‘harder and harder’ to penetrate according to ALFI conference panellists.
Gut gemacht! Germany's leading lights revealed
Citywire Global takes an in-depth look at fund managers making it into the German ratings this month.
Number of cross-border fund launches continues to slow
Latest data for Q1 2012 reveals mergers and liquidations is taking precedence over new products.
An Asian lesson in rebuilding investor confidence
As head of global wealth management at OCBC Bank in Singapore, Lim Wyson is at the leading edge of fund selection in Asia. He tells us how he has reshaped the offering to investors.
Overnight Markets: Wall Street erases loss amid European optimism
Materials shares boosted the S&P 500, while gains in Apple Inc helped lift the Nasdaq.
‘Regulation tsunami’ could see investors sidelined, warns EFAMA
ALFI Conference hears how time-consuming efforts to tackle compliance are putting client interests in danger.
Lothian's Law: acknowledge your inner monkey
Fund analysts need to keep their powers of selection in perspective and accept that at some point it all becomes as random as a chimp throwing darts.
Citywire TV
Stewart Cowley: German euro exit could be best bet for the long-term
VIDEO: Everyone is fixated on whether Greece will stick with the currency but OMAM's head of fixed interest says German departure may be better resolution.
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Paul Stocks on Top bond manager slams 'ridiculous' short-term attitudes
