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Fund Manager Interviews

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.

Click & connect: why Microsoft’s LinkedIn swoop makes sense

The software giant’s purchase will make the most of data value, says Polar Capital’s Ben Rogoff.

Food for thought: L/S expert reveals healthy eating pair trade

GAM's Désirée Müller is taking advantage of the big swing towards sustainable fish production.

JPM’s Sheikh: Brexit takes financial crisis to next level

VIDEO: Blockbuster multi-strategy manager reveals where he is buying – and what to avoid – in the post-vote world.

Vontobel’s CIO on life after Rajiv Jain and M&A concerns

Citywire + rated Matthew Benkendorf reveals why he is wary of big money deals and what has changed since his predecessor left.

China veteran Lau ups A-share exposure on low valuations

Citywire + rated Asia equity specialist says index inclusion would be a mistake, while he also eyes opportunities among search engine providers.

Millenials present huge consumer challenge, says value veteran

UBS’ Thomas Digenan believes the level of education among consumers is at an all-time high and companies need to step up.