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Ten years after the crash, tech is flying and it's cheap

06:01 | 11 Mar 2010 | By James Phillipps

Tech has just enjoyed its best year of relative performance since 2000, but is still only trading on a multiple of 1.1x the market despite an anticipated M&A boom as the new cycle of technology kicks in.   

Ten years on, what have we learnt from the tech bubble?

13:35 | 10 Mar 2010 | By Angus Foote

Nothing, it seems, as institutions are still happy to flog worthless ideas in the interests of a quick buck.

The Citywire Debate: should we blame fund managers for the financial crisis?

15:29 | 09 Mar 2010 | By Charlie Parker, Tony Bonsignore

Former Gartmore chairman, and now the UK's City minister, Lord Myners thinks we should. Charlie Parker says no, Tony Bonsignore says yes.

Chinese biotech: a play for 2010?

15:08 | 04 Mar 2010 | By Nathalie Flury

It could be time for investors to start thinking about how to benefit from the growth in healthcare spend in China, according to Julius Baer Biotech manager Nathalie Flury.

Is leading restructuring fund poised for a comeback?

08:01 | 02 Mar 2010 | By Philip Haddon

With firms rebuilding and M&A tipped for a resurgence, is it time to back a struggling restructuring fund? Citywire speaks to manager Estelle Menard to assess her prospects.

The post-crisis opportunities for funds industry

07:01 | 02 Mar 2010 | By Pietro Cecere

Jean Philippe Taslé d 'Héliand, a director at Oddo Asset Management in Paris, explains how fund groups can thrive as the global economy recovers.

Risk focus: Where now for Ukraine?

07:01 | 26 Feb 2010 | By Patrick Sherwen

This month’s elections in Ukraine will be critical in deciding the country’s economic fate, writes risk consultant Patrick Sherwen.

Don't just follow the crowd

13:23 | 24 Feb 2010 | By Roland Meerdter

Many professional investors will only back a fund on the basis of a three-year track record – but why wait that long? There are great opportunities going begging.

Separating fund manager skill from luck

07:31 | 24 Feb 2010 | By Bram Bikker

Writing exclusively for Citywire, Bram Bikker, fund selector at Altis Investment Management, explains the insights gained from his analysis of the holdings of 60 leading European equity managers before, during and after the credit crunch.

Rob Kyprianou: Exploding the myths behind the Greek crisis

08:03 | 23 Feb 2010 | By Rob Kyprianou

What is the reality behind all this superheated noise and does it really matter to investors?

Should you join the exodus from emerging markets?

05:31 | 23 Feb 2010 | By James Phillipps

There has been a stampede out of emerging markets over the past month but the asset class could suffer yet more pain.

Why stricter regulations cannot prevent another crisis

00:01 | 19 Feb 2010 | By Pietro Cecere

Leading finance expert Thierry Malleret outlines his view of the future for financial markets and insitutions following the crisis.

Why investors should keep faith in active fund managers

13:04 | 16 Feb 2010 | By Pietro Cecere

Sebastian Boulet, analyst at multimanager specialist HDF Finance, hails the merits of active fund management and why it is the best way for investors to achieve their investment objectives.

How increased risk focus will improve funds industry

06:01 | 11 Feb 2010 | By Pietro Cecere

An increased focus on risk will lead to fund managers becoming stronger companies, according to a leading US expert.

Is the gold story on hold for now?

13:30 | 10 Feb 2010 | By Philip Haddon

Opinion among fund managers seems to be split on gold at the moment, so how are fund selectors approaching the sector?

Behavioural finance is the key to investing in banks

10:41 | 08 Feb 2010 | By Colin McLean

Fund manager Colin McLean argues that investors should remember their behavioural finance if they are going to dip into bank shares.

Buffett joins S&P 500 as active meets passive

10:32 | 02 Feb 2010 | By Roland Meerdter

Despite long eschewing the index, Warren Buffett is now a part of it.

Kassin's comeback: the fund selector verdict

10:22 | 18 Jan 2010 | By Philip Haddon

Leading fund selectors say they are adopting a 'wait and see' approach to Raphael Kassin's new venture. What is your view on his return to fund management?

Indicators flash red warning of imminent US sell off

14:37 | 12 Jan 2010 | By James Phillipps

The S&P 500 could see a 15% correction over the coming weeks as growing investor complacency sets alarm bells ringing

China crash predicted by hedge fund star

13:02 | 11 Jan 2010 | By Philip Haddon

Despite the news that China has overtaken Germany as the world's biggest exporter, a leading US hedge fund manager has predicted an impending Chinese economic crash.

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