Water shortages open tech opportunities, says leading sustainable manager

13:16 | 12 Mar 2010 | By Atholl Simpson

World water shortages will lead to excellent opportunities in the water technology sector, according to the manager of the €1.2 billion SAM Sustainable Water fund

Emerging markets are overrated, says strategist

11:21 | 12 Mar 2010 | By Philip Haddon

Optimism on emerging market equities is overdone and returns are unlikely to be better than in developed markets, according to Standard Life Investments' head of global strategy Andrew Milligan.

Five key currency trades in a volatile market

10:08 | 12 Mar 2010 | By James Phillipps

Leading fund managers reveal their favourite currency plays in fluctuating currency markets.

The boutique that dominated global equities in 2009

12:19 | 11 Mar 2010 | By Philip Haddon

No, it's not Carmignac. With three managers at the top of the global equity sector for 2009, a new boutique has come onto the radar screens of Citywire and of fund selectors around Europe.

Why this bull market could last two more years

09:15 | 11 Mar 2010 | By James Phillipps

As the recovery moves into its second year, there are reasons to be optimistic with every post-war bull market having run into a third year and lasting 50 months on average

Ten years after the crash, tech is flying and it's cheap

06:01 | 11 Mar 2010 | By James Phillipps

Tech has just enjoyed its best year of relative performance since 2000, but is still only trading on a multiple of 1.1x the market despite an anticipated M&A boom as the new cycle of technology kicks in.   

Chinese property backed as income source

11:10 | 10 Mar 2010 | By Danielle Levy

Henderson Horizon Asian Dividend Income manager Mike Kerley is bullish on the income prospects for Chinese property and Asian banks.

EMF debate ignores Europe's real problems, says leading bond manager

08:01 | 10 Mar 2010 | By Atholl Simpson

The debate around the creation of a European Monetary Fund to help the battered Greek economy is simply a way to ‘bypass’ the issue of the German public's scepticism about a rescue, according to European bond manager Daniel Varela.

Leading manager quits funds for renewable energy

06:01 | 10 Mar 2010 | By Atholl Simpson

European equity manager Lionel Le Maux is leaving fund management to focus on his own renewable energy firm.

Greek bonds rally but Euro equities face long debt struggle

00:01 | 10 Mar 2010 | By Matthew Goodburn

Economists warn that austerity measures in the PIIGS will result in a protracted period of low growth

Fidelity's Durel targets M&A comeback

13:21 | 09 Mar 2010

Vincent Durel, manager of Fidelity's €225 million France fund, thinks success in 2010 will come through avoiding bets on sectors and market caps and focusing on stockpicking.

Japan set for new beginning in 2010, says veteran McGlashan

08:01 | 09 Mar 2010 | By Dylan Lobo

The JO Hambro Capital man who once famously told investors to stay clear of his asset class underlines why 2010 could mark a new beginning for the perenially beleagured Japan.  

(Almost) live from Tokyo: Why Japan is cheaper than you think

11:45 | 08 Mar 2010 | By Richard Harris

Citywire is at the Tsukiji fish market - the largest in the world - with Neptune Japan Opportunities manager Chris Taylor.

Jupiter star buys gold and dismisses bubble fears

11:34 | 08 Mar 2010 | By Matthew Goodburn

Jupiter’s fund of funds head John Chatfeild Roberts does not see a gold bubble forming over the mid term and believes the asset class offers great insurance against inflation and currency risks

AA-rated duo targets Spain, telecoms and small caps

07:31 | 08 Mar 2010 | By Jesus Segarra Sobral

AA-rated global equity managers Javier Escoda and Daniel Garcia  from BPA Global Funds thinks central banks need to get tough on leverage, and think Spanish companies are being overlooked by investors.

Gold miners still undervalued, say commodity specialists

07:31 | 05 Mar 2010 | By Philip Haddon

Two leading commodity specialist fund managers think the drivers for gold remain intact and that gold miners continue to be cheap in relation to the price of the precious metal.

Rare earth: the next big commodity opportunity?

07:01 | 05 Mar 2010 | By James Phillipps

Rare earth components such as yttrium and europium may not be familiar, but with China controlling global supply, billions is set to be channelled into finding new sources of these crucial chemical elements

Time to buy late cyclicals, says AA-rated HSBC manager

07:01 | 05 Mar 2010 | By Philip Haddon

AA-rated European equity manager Frédéric Leguay has been buying late cyclical companies such as Daimler and Cap Gemini which he thinks have been getting overlooked during the market rally.

Chinese biotech: a play for 2010?

15:08 | 04 Mar 2010 | By Nathalie Flury

It could be time for investors to start thinking about how to benefit from the growth in healthcare spend in China, according to Julius Baer Biotech manager Nathalie Flury.

Veteran explains Japan optimism

11:52 | 04 Mar 2010 | By Pietro Cecere

Prigest boss Christian Cambier thinks Japan is the market to back for 2010. In this video interview he explains which companies he likes and why.

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