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Fund Manager Interviews

India's government is cleaning up financials, says AAA-rated manager

Neptune Investment's Kunal Desai says identity card reform will end black money problems in the country.

US election will be ‘evolutionary’ for healthcare, says sector specialist

BNP Paribas IP’s Jon Stephenson says the US election fallout will be evolutionary for the healthcare market.

Saudi’s record-breaking bond auction: top EM managers react

As Saudi Arabia's efforts to shake off oil dependency led to a bumper bond sale, Citywire Selector asked top investors what happens next.

AAA-rated EMD trio: how best to leverage location

The Estonia-based boutique team at Avaron have benefited from looking beyond their own borders to tap developing world corporate debt

BNP Paribas IP small-cap chief: cut consumer stocks in ‘hard Brexit’

Citywire + rated Damien Kohler believes a full-scale departure from the EU will mean trouble for consumer and cyclical stocks in the UK.

Watch the wearables, says global equity CIO

BNP Paribas' Pamela Woo says the highly-competitive market could prove a hot spot and not a tech fad.

Prepare now for inflation uptick, says M&G’s Leaviss

MILAN: The firm’s head of retail fixed interest is keeping a watchful eye on US wage growth to position ahead of a move in 2017.

China will have debt crisis in 2017, says bond chief

Mirae's head of fixed income believes commodity-dependent EMs will be heavily affected by China's debt levels.

Top currency manager shorts sterling after ‘flash crash’

Citywire AAA-rated Andreas Koenig believes confidence has been hugely undercut and the case for the pound picking up is negligible.

Focus on non-cyclicals in Europe, says HY chief

Neuberger Berman’s Andrew Wilmont is strengthening non-cyclical exposure amid Europe’s volatile environment