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Fund Manager Interviews

‘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.

Millennials mania: how to bag a ‘Gen Y’ investor

Schroders’ Jessica Ground highlights what the most talked about generation are looking for in when it comes to investing.

Pacman-style yield hunt proving problematic, says boutique CIO

Investors’ hunger for any return is lumbering them with expensive and non-growing assets, warns Raphael Pitoun

Three top bond managers on navigating a negative world

Market veterans and HY specialists discuss expectations for negative yields and interest rate cuts and what investors can do about it.

Sales tax will cut business costs, says AAA-rated India star

Neptune's Kunal Desai is positioning for a positive knock-on effect from new measures to improve business activity in the country.

Italy’s banking blues: top managers on the NPL time bomb

Two sector specialists on the potential fallout for the region from vulnerability of the Italian financial sector.

‘Frustrated’ Walewski vows to pounce on post-Brexit blues

Citywire + rated European equity specialist eyes ‘phenomenal dislocation’ in markets to add value opportunities to flagship fund.

Positives in a negative world: bond managers reveal their playbooks

Fixed income investors on how to find solace despite Swiss 50-years becoming the latest bonds to head into negative territory.