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Fund Manager Interviews

Efficiency drive can get VW running again, says AA-rated manager

Hans Ulrich Jost believes Volkswagen is restructuring and becoming more productive under new management.

Austrian threat cannot be overlooked, warns Pictet’s Stanion

Multi-asset chief believes rise of the right – and close-run election – should serve as a warning for established figures.

Investors missing golden opportunity in mining, says veteran Foster

Gold expert believes the precious metal will retain its safe haven status while central bank policies will 'end in tears'.

AA-rated Esselink: Brexit or not, Irish property will stand tall

Small-cap specialist has increased positions to benefit from increased nearshoring but believes referendum volatility could add to attraction.

Future-proofing is driving tech M&A, says Brown’s Dillon

The US equity specialist believes companies are safe-guarding against shocks by putting capital to work now.

GEM equity head: why I’m upping Chinese bank bets

Citywire + rated Daniel Tubbs thinks financials in China offer better opportunities than in other emerging market economies.

Bond markets trapped in ‘vicious cycle’, warns boutique chief

Central bank imposition coupled with capital requirements is squeezing liquidity in the market, says Steve O’Hanlon.

AA-rated manager doubles French bet in €1.5bn fund

European equity specialist Jonathan Ingram thinks investors need to think longer term about the region and go beyond France's economic impasse.

Top L/S manager: we’re in a sweet spot for short-sellers

Sector specialist believes dispersion is back after years of ECB support with further turbulence on the cards.

Tech tumbles and triumphs: top managers react to Q1 earnings

Citywire Selector asked leading names if investors should now tune in to tech or start switching off following a mixed period of performance.