10:22 | 16 May 2008
| By
Philip Haddon
The manager of the UniGlobal fund has broken free of his benchmark because of his excitement about Brazil and the Middle East.
09:14 | 16 May 2008
| By
Sara Smith
Gartmore’s Guillaume Rambourg, Roger Guy's co-manager, has said that Germany is looking particularly attractive in light of growing business confidence and rising employment figures..
08:42 | 16 May 2008
| By
Philip Haddon
The AA-rated manager of the Metzler European Smaller Companies fund thinks the unlikely combination of blood and elevators will help to continue to his strong performance.
14:32 | 15 May 2008
| By
Danielle Levy
Trygve Toraasen, manager of the Fidelity European Dynamic Growth fund, is aiming to capitalise on opportunities created by recent volatility in order to tee-up two to three years of outperformance.
12:15 | 13 May 2008
| By
Philip Haddon
There is a 'brutal' correction on the horizon for the energy sector when global demand slows, the founder and chairman of Chahine Capital believes.
11:39 | 12 May 2008
| By
Philip Haddon
Baring's AA-rated eastern Europe specialist expects the Russian economy to continue motoring ahead partly as a result of the Chinese demand story and a smooth presidential handover.
10:10 | 12 May 2008
| By
Nicholas Paler
Schroders’ Citywire A-rated fund of funds head Andrew Yeadon has been exploiting the recapitalisation of the banking sector by buying financial bonds.
15:11 | 08 May 2008
| By
Philip Haddon
The top US equity manager François Mouté, believes the gold price should be 16 times the price of a barrel of oil and on a par with the price of platinum.
15:00 | 08 May 2008
| By
Danielle Levy
With infrastructure spending in India set for a boom, A-rated Asian equity manager Anna Ho is bullish on India's growth prospects.
08:37 | 08 May 2008
| By
David Campbell
UK banks have largely touched the bottom and are trading with more than the potential downside priced in, Sanjeev Shah of the Fidelity Special Situations fund has predicted.
07:30 | 08 May 2008
| By
Philip Haddon
BlackRock World Energy fund manager Robin Batchelor expects re-ratings in the oil sector as the price of oil is set to remain high for a decade or more.
15:44 | 07 May 2008
| By
Danielle Levy
Oliver Russ, fund manager at UK investment boutique Argonaut, is looking closely at Nordic financials.
16:36 | 06 May 2008
| By
Danielle Levy
Raiffeisen Capital Management’s head of asset allocation Ingrid Szeiler has recently moved out of commodities and also sounds a note of caution on the UK.
16:00 | 06 May 2008
| By
Danielle Levy
Citywire AA-rated Arthur Hoffmann, manager of the Sarasin OekoSar Equity - Global fund, remains wary of the high oil price and has reduced the fund's exposure to the sector.
10:18 | 06 May 2008
| By
Danielle Levy
New Star Global Financials manager Guy de Blonay believes the US financial sector could be on the verge of recovery.
07:29 | 05 May 2008
| By
Sara Smith
Latin America has struggled in market turbulence but Pictet’s Simon Lue-Fong says the tighter controls on inflation thanks to a number of structural reforms has created a wealth of opportunities.
07:00 | 05 May 2008
| By
Jonathan Miller
Has Charles Firmin-Didot got his timing right? Citywire head of research Jonathan Miller analyses the recent performance of the AXA Talents funds.
17:42 | 02 May 2008
| By
Philip Haddon
South African precious metals manager Markus Bachmann thinks while uncertainty remains in financials, the gold price will remain supported. Meanwhile he expects a flurry of M&A in the coming months.
12:19 | 01 May 2008
| By
Philip Haddon
In contrast to many western countries, the case for financial stocks in China is compelling according to Threadneedle Asia manager Vanessa Donegan.
14:14 | 30 Apr 2008
| By
Philip Haddon
One of Germany's most respected investors, Dr Jens Ehrhardt, has slashed his cash exposure and is buying up stocks, particularly in Hong Kong.
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