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The boutique that dominated global equities in 2009

12:19 | 11 Mar 2010 | By Philip Haddon

No, it's not Carmignac. With three managers at the top of the global equity sector for 2009, a new boutique has come onto the radar screens of Citywire and of fund selectors around Europe.

Matrix and Lazard team up for convertible arbitrage strategy

11:33 | 11 Mar 2010 | By Drazen Jorgic

Subject to regulatory approval Matrix is looking offer Lazard's convertible arbitrage hedge fund strategy under a Ucits III structure.

Why this bull market could last two more years

09:15 | 11 Mar 2010 | By James Phillipps

As the recovery moves into its second year, there are reasons to be optimistic with every post-war bull market having run into a third year and lasting 50 months on average

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.   

Rothschild converts European fund to Ucits III format

13:41 | 10 Mar 2010 | By Atholl Simpson

Edmond de Rothschild Asset Management has converted AAA-rated Philippe Lecoq's fund to Ucits format to broaden its appeal among Europe's investors.

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.

Emilio Botin's son launches new funds boutique

11:48 | 10 Mar 2010 | By Atholl Simpson

New Spanish boutique is aimed at institutional investors and will operate on money, derivative and capital markets.

Chinese property backed as income source

11:10 | 10 Mar 2010 | By Danielle Levy

Henderson Horizon Asian Dividend Income manager Mike Kerley is bullish on the income prospects for Chinese property and Asian banks.

EMF debate ignores Europe's real problems, says leading bond manager

08:01 | 10 Mar 2010 | By Atholl Simpson

The debate around the creation of a European Monetary Fund to help the battered Greek economy is simply a way to ‘bypass’ the issue of the German public's scepticism about a rescue, according to European bond manager Daniel Varela.

Leading manager quits funds for renewable energy

06:01 | 10 Mar 2010 | By Atholl Simpson

European equity manager Lionel Le Maux is leaving fund management to focus on his own renewable energy firm.

Greek bonds rally but Euro equities face long debt struggle

00:01 | 10 Mar 2010 | By Matthew Goodburn

Economists warn that austerity measures in the PIIGS will result in a protracted period of low growth

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.

Fidelity's Durel targets M&A comeback

13:21 | 09 Mar 2010

Vincent Durel, manager of Fidelity's €225 million France fund, thinks success in 2010 will come through avoiding bets on sectors and market caps and focusing on stockpicking.

Boutique managers still top choice for selectors

11:55 | 09 Mar 2010 | By Angus Foote

Despite the rough time some boutiques endured as a result of the credit crisis fund selectors still show a clear bias for independent managers, Citywire research has found.

Skagen star steps down

10:17 | 09 Mar 2010 | By Philip Haddon

UPDATE: One of Europe's top global equity managers, Filip Weintraub of Skagen, is handing over control of his €3.8 billion fund to go it alone.

Japan set for new beginning in 2010, says veteran McGlashan

08:01 | 09 Mar 2010 | By Dylan Lobo

The JO Hambro Capital man who once famously told investors to stay clear of his asset class underlines why 2010 could mark a new beginning for the perenially beleagured Japan.  

Sweden's €25 billion men seek higher returns

00:01 | 09 Mar 2010 | By Angus Foote

Skandia CIO Hans Sterte and head of selection Per Lindgren are putting the emphasis on alternatives as they seek to maximise return- but they don't liek the term alpha and say there's no such thing as hedge funds.

Thames River enters Spanish funds market

14:50 | 08 Mar 2010 | By Atholl Simpson

The London-based boutique has made its Sicav available to Spanish investors for the first time.

Goldman Sachs launches US absolute return fund in Spain

12:54 | 08 Mar 2010 | By Jesus Segarra Sobral

Goldman Sachs AM has registered the Ucits III-compliant version of its US hedge fund in Spain.

Investors warn on Newcits performance

12:50 | 08 Mar 2010 | By Angus Foote

Fear of underperformance is the key issue facing Newcits funds, a new survey has found, but the good news is that only 10% of investors have been disappointed so far.

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