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Fund Manager Interviews

Carmignac's Li: why Trump's manufacturing policy will fail

China specialist believes the US lacks the infrastructure it needs to produce goods currently imported from China.

JPM’s Ng: active commodity sector will boost Indonesia

Citywire + rated manager says Indonesia is well-positioned but Trump election could affect the direction of bond yields.

GLG’s Harker brands ‘fashionable’ corporate governance a ‘red herring’

Japan equity manager says companies are buying back shares at the wrong time in the market cycle.

GLG’s Pickard: new ideas needed in ‘too efficient’ EMs

The sector specialist is backing consumer staples and gold miners in a bid to fund truly contrarian calls for his unconstrained fund.

EMD chief Diment: what I asked President Putin

Aberdeen bond manager reveals the economic issue he put to the Russian leader on a recent investment trip to Moscow.

JPM’s Ogoshi backs tech & finance's 'revolutionary' partnership

JPMorgan Asset Management’s Aisa Ogoshi says mobile payments are only the beginning for the finance and tech partnership.

Eurozone will outperform in 2017, says EdRAM’s Nizard

Citywire + rated Michael Nizard is backing the region over the UK for his long/short approach.

Jupiter’s Buhl-Nielsen backs gas firm amid government dispute

The long/short specialist remains cautious on the oil and gas sector but is championing the cause of French-owned gas company Rubis.

EdRAM’s Lecoq: why there’s still optimism in Europe

M&A specialist Phillipe Lecoq says political problems cannot be ignored but improving inflationary dynamics are encouraging.

Managed futures will fly as bonds flounder, says systematics head

Candriam’s Steeve Brument says wider concerns over bond market health could lead to more investments in systematic strategies.