Funds & Fund Managers
AAA-rated L/S duo reveal top frontier short call
Rapidly evolving economies can rise and fall sharply and Charlemagne Capital’s Dominic Bokor-Ingram and Stefan Böttcher are positioned to take advantage of either outcome.
Schroders' Fuei: ETFs won’t work in age of tech disruption
Schroders' head of Asian equities says he is avoiding passive plays due to speed of change producing huge structural decline.
AAA-rated EM equity expert eyes Romanian riches
Charlemagne Capital’s Dominic Bokor-Ingram believes the emerging European nation could be a surprise hot spot for investors.
AA-rated duo: why it’s time to short Kenya
Charlemagne Capital’s Dominic Bokor-Ingram and Steffan Botcher explain why they have shorted Kenya in the Charlemagne OAKS Emerging and Frontier Opportunities fund.
US election could hit Iran, says frontier markets veteran
Charlemagne Capital’s Dominic Bokor-Ingram says the last thing a new US President would want to do is isolate Iran.
Schroder’s Parbrook: Australia’s ‘lucky’ label is wearing off
Natural resources-rich country too reliant on an under pressure housing sector to aid growth, says Asia ex-Japan chief
Two managers on avoiding beta blow-outs
MFS Meridian's Joe Flaherty and Charlemagne's Dominic Bokor-Ingram argue the case for active investment in niche market areas.
Frontier star sets sights on EM upgrade candidates
Charlemagne Capital’s Dominic Bokor-Ingram believes markets even once considered as 'basket cases' can provide positive surprises.
Alt Ucits stars reveal their greatest-ever short bets
Citywire Selector canvasses leading alternative investors to see which historical plays on under-fire firms played off the best.
Former EM Alt Ucits star exits GAM
Emerging markets specialist departs Swiss group having joined after boutique was purchased four years ago.