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Fund Manager Interviews

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.

BOJ doesn’t budge: managers slam ‘inconsistent’ central bank

Citywire Selector asked leading managers why Governor Kuroda left negative interest rates unchanged and where Japan goes from here.

Aramco plan: frontier managers fear ‘Gazprom 2.0’

Citywire Selector canvassed top investors in the wake of the Saudi Arabia formally announcing plans to lessen its oil dependence.

Japan star reveals ‘aggressive’ plan to heal hedge fund

Citywire AAA-rated Taeko Setaishi outlines her plans to reshape and reform the under-fire Atlantis Japan Growth fund.

Absolute return specialist ditches all bank stocks

Pioneer's Francesco Dall'Angelo says fixed income in the financials sector are worth watching but equities should be avoided.

EM investors buoyed by Brazil… but Faber remains unfazed

Outspoken investor believes impeachment process won’t have major impact for those who appropriately diversify their funds.

Boutique veteran buys back into ‘surprise’ stock in €1.4bn fund

Contrarian investor Damien Lanternier has increased exposure to a firm previously criticised for its reputational risk.

Euro equity CIO blasts ‘stupid’ Brexit talk as sentiment sours

Citywire A-rated Neil Dwane says investors are increasingly concerned about June's referendum and European markets will suffer.