Bon voyage bond managers: Citywire Selector’s weekly wrap
AUDIO: Our weekly round-up shines a light on the stories that most caught readers’ attentions over the past five days.
'Oilmageddon' isn't in anybody's interest, say Citi strategists
The bank's European equities strategists give their take on the risks ahead and how to avoid a market meltdown.
Leveraged shop of horrors: veteran reveals supermarket big short
Concerns about ownership structure lead European equity AA-rated manager to bet against French chain in his absolute return fund.
Energy saving: PIMCO credit chief reveals crisis management tactics
Global credit CIO Mark Kiesel says the AM giant is ensuring bond holders are protected despite commodities collapse.
Turn your attention to smaller players, says CAT bonds star
Citywire AA-rated Dirk Schmelzer prefers smaller insurance firms and is watching the EMs closely for new issuance to emerge.
Bond veteran Bill Gross reveals ‘Big Short’ snub
Blockbuster fixed income manager says he was interviewed but not used for non-fiction tale charting housing market collapse.
EMD outperformer departs BlueBay AM
Citywire + rated manager steps down after a decade with fixed income specialist boutique, Citywire Selector has learned.
Swiss equity head: UBS & Credit Suisse losses reflect step change
Citywire + rated Martin Moeller believes recent poor reporting from banking giants shows tough times for investment banking.
IMF: commodity exporting EMs under severe stress
Managing director Christine Lagarde warns that commodity prices will continue putting pressure on developing world.
Amundi Japan CIO: negative rates can aid risk assets push
Yasunori Iwanaga believes shock decision could finally tempt investors to shake off the shackles of conservative approaches.