Citywire

Water shortages open tech opportunities, says leading sustainable manager

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

By Atholl Simpson 13:16 | 12 Mar 2010

Emerging markets are overrated, says strategist

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.

By Philip Haddon 11:21 | 12 Mar 2010

Lehman report - more litigation on the way

Investors in Lehman now have very strong evidence that they were misled, following the publication of a US report. Those with deep pockets and insurance will be targeted.

By Lawrence Lever 10:13 | 12 Mar 2010

Five key currency trades in a volatile market

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

By James Phillipps 10:08 | 12 Mar 2010

S&P warns on US AAA rating and dollar strength as reserve currency

Ratings agency says dollar faces fallout from weak US economy but no other currency ready to take its place.

By Nicholas Paler 09:33 | 12 Mar 2010

A third of institutional investors to buy Newcits in 2010

35% of institutional hedge fund investors will buy Ucits-compliant hedge funds in 2010, according to a new report.

By Philip Haddon 08:01 | 12 Mar 2010

Concentrated portfolios: why they are better

Swiss-based fund selector Bram Bikker explains why he prefers his managers to run concentrated, high conviction portfolios.

By Pietro Cecere, Joel Schoppig 07:01 | 12 Mar 2010

The boutique that dominated global equities in 2009

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.

By Philip Haddon 12:19 | 11 Mar 2010