Fund Manager Interviews
CoCos rout marks ‘last consensus trade’ unwinding, says specialist
Pioneer’s Vianney Hocquet believes investor confidence in the off-benchmark area of the market could be badly hit.
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.
Top MENA manager reveals how to play oil price collapse
Leading sector specialist over one and three years reveals where investors should focus in the current climate.
Three reasons airline stocks are on an upward flight path
Pioneer’s head of European equities explains why the once-loathed market is now riding high in investors’ buy books.
Defensive shift won’t dull growth stocks, says AAA-rated manager
Carl Auffret believes investors turning to supposedly 'defensive' areas of the market doesn't mean that growth opportunities have gone.
Oil slide poses major risks for Russia, warns EM equity head
GAM's Erdinç Benli thinks a sustained low oil price will affect government spending and force companies to cut dividends.
Swiss equity star: three reasons to go underweight financials
Citywire AA-rated Paul Schibli explains where to find unloved outperformers in the negative interest rate environment.
Fund of funds star reveals volatility survival guide
Citywire AA-rated Alvaro Martín Sauto has been hurt by commodities but expects equity exposure to help limit draw downs.
Skagen's Weintraub seeks defensive solace in small-cap names
The high conviction global equity manager is searching out more solid foundations amid smaller players following last summer's market struggles.