Fund Manager Interviews - January 2012RSS
LTRO won't make me buy banks says top manager
ECB bank liquidity is propping up good and bad banks alike. Now is not the time to buy, says Allianz's AAA-rated European equity fund manager.
Cyclicals will be key growth drivers in 2012, says top French manager
Mandarine Gestion's Joëlle Morlet-Selmer reveals what cyclical stocks she has included in her top growth stocks portfolio for 2012 and why her cash levels hit over 20% last year.
Euro corporates in better shape than investors think, says top HY manager
Aberdeen’s Paul Reed explains how to avoid getting burned in the European high yield bond market and criticises managers who opted for high cash levels over past few months.
French banks’ downgrade is a ‘non-event’, says DNCA’s Mériaux
PARIS: Renowned French manager Jean-Charles Mériaux has bought his first bank since the crisis and is looking to buy more if the price is right.
The top performing global equity fund you’ve never heard of
Citywire Global talks to the independent firm currently riding high over industry heavyweights.
Skagen global manager eyes value in US financials and tech
VIDEO: Could US banks and beaten down Indian stocks be a good bet for 2012? Skagen's Torkell Eide outlines the value opportunities and traps he sees for the year ahead.
LatAm's top performing manager backs Brazilian small caps
Returning over 200% in the past three years, BlackRock’s Will Landers sets out the barriers and challenges for the year to come.
Time to get positive on risk, says top bond manager
Invesco’s Mark Nash - who manages $340 million in bonds - reveals why he'll be taking a bolder approach in 2012.
European HY returns to hit 12% in 2012, predicts top manager
Leading euro bond manager Tatjana Greil-Castro of Muzinich says the second Greek bailout will shape the sector's fortunes and high cash levels are recommended for Q1.
Inflation is not EM’s major concern for 2012, says top EMD manager
Efforts to decouple growth will take centre stage, according to Citywire AAA-rated manager .
Germany eurozone's only 'true' triple A credit says M&G rising star
The firm's sovereign bond manager Mike Riddell derides France’s credit rating despite assurances this week from Fitch, and fears Austria may be next.
Why I’m backing Argentina: top EMD manager reveals all
Currently returning over 100% in the emerging market bond space, this leading manager explains what has drawn him to a sometimes-overlooked part of Latin America.
Biggest opportunity ever to buy banks, says top manager
Shareholder Value’s Frank Fischer is sitting on 10% cash and is eager to put it to work in Europe’s banking sector.
Leading financials manager: ‘China is 2012’s joker in the pack’
Sanlam’s star manager Kokkie Kooyman sets out where he sees global financial stocks heading over the next 12 months.
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That's a wrap! Montreux 2012 highlights
VIDEO: A solution to the eurozone crisis, the most incredible economic turnaround in history, APFI's inaugural meeting and the five most disruptive forces of the next decade. That was Citywire Montreux 2012...And here are some of the best bits.
