Fund Manager Interviews
Russia is set to soar, says AA-rated EM head
GAM's Erdinç Benli says a combination of factors will lead to Russia's domestic companies growing significantly next year.
Lack of entry points sees AAA-rated EMD trio sit on 20% cash
Eastern European specialists say compression of yields and called bonds means there are few areas to reinvest in the current market.
Netflix will see off streaming rivals, says AA-rated Spencer
Online streaming's growth disrupted traditional models but established firms have to innovative, says T Rowe Price manager.
A-rated manager reveals best ‘unexciting’ outperformers
GAM's Daniel Häuselmann believes some investors are overlooking the Swiss market due to a lack of turnaround stories.
BlackRock's Crawley: Asia still prime hunting ground for yield
Asia Pacific equity specialist believes Asia can provide antidote to negative yielding world with wide array of entry points.
AAA-rated boutique star ups defence sector stocks
DNCA's Carl Auffret believes structural growth trends have created a favourable environment for the auto parts industry.
Why gold’s ‘opportunity cost’ disappears in negative yield world
Franklin Templeton’s Stephen Land says former criticism of precious metal is history in light of limited alternatives elsewhere.
‘It’s as if Brexit never happened,’ says AA-rated manager
Colombia Threadneedle’s Mark Westwood has used the recent volatility to stock up on his favorite names.
Charlemagne’s Mayo sets sights on EM lenses boom
The asset manager's co-CIO believes a Taiwanese healthcare company could be worth a look at the head of an intriguing trend.
Tunnel vision: AAA-rated manager’s top post-Brexit buy
Kairos Capital's Vittorio Villa thinks valuations in Europe are low due to political risk and is taking advantage of attractive entry points.