News by: Matthew Goodburn
How Draghi pulled off Europe's great illusion
MONTREUX: Dr John Hulsman explains how Mario Draghi's words last summer are largely irrelevant to a continent in sustained decline.
Top mixed asset manager swaps bonds for 'cheap' Chinese equities
Citywire A-rated mixed asset manager Robin Hepworth is recyling out of bonds and into what he views as oversold Chinese equities.
Jupiter's Somerville: Japan needs structural reform to sustain recovery
Citywire A-rated Somerville says Japan needs structural reforms to be successfully implemented before its sharp recovery becomes truly sustainable.
Euro sentiment moved from 'fear to fundamentals', says bond star Leduc
PARIS: Euro bond veteran David Leduc of BNY Mellon's affiliate Standish says bond investors have switched back to fundamentals as the prospects of a eurozone break-up fade.
First State to soft-close Asante's €4.9bn GEM Leaders fund
First State to soft close its top performing Global Emerging Markets Leaders fund to new investment.
No US rate rise before 2016, says top mixed asset manager
The manager of the outperforming Tideway Global Navigator global Ucits fund expects sterling to weaken further and is continuing to have no exposure to peripheral Europe.
Angus Tulloch: buying high yield like 'riding a tiger'
The Asia Pacific veteran remains in cautious mode, wary of high yielding companies that can't deliver, and Singapore's overheating property market.
GLG Japan's Edwards: Japan needs a healthy correction
GLG Japan CoreAlpha's Neil Edwards says Japan's liquidity-driven equity rally has gone too far, too quickly.
BlackRock's Winship: easy money days are over for bonds
VIDEO: BlackRock's UK head of fixed income and BlackRock Absolute Return Bond fund manager Ian Winship says bond manager must adapt in order to compete with the new yield environment
M&G’s French: bouncing back from a brutal year
M&G’s Graham French has responded to recent losses by refocusing his Global Basics fund further up the economic development curve.
Investec's van Pittius: BoJ has muddied waters but EM currency still undervalued
Investec's EMD co-head Werner Gey van Pittius says the Bank of Japan's huge liquidity injection has made it harder to assess the relative value of emerging market (EM) currencies in the past few months.
GMO's Grantham: two factors that might save the global economy
GMO's renowned co- founder argues that things look bleak for the world's inhabitants, but with some luck and improved leadership, the global economy could still heal itself.
Markets
Citywire TV
BlackRock's Winship: easy money days are over for bonds
VIDEO: BlackRock's UK head of fixed income and BlackRock Absolute Return Bond fund manager Ian Winship says bond manager must adapt in order to compete with the new yield environment
