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AAA-rated L/S duo reveal top frontier short call

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.

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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.

Forget zombies – Chinese vampires are lurking, warn Schroders duo

Robin Parbrook and Lee King Fuei believe fears of a Japan-style ‘zombie’ company boom are misplaced, but a different threat looms.

Short and sweet: best ways to bet against Asian equities

Citywire AA-rated Angelo Corbetta believes emerging Asia is a minefield for short-sellers but alpha can be found.