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Fund and Fund Manager News

Water shortages open tech opportunities, says leading sustainable manager

By Atholl Simpson | 13:16 | 12 Mar 2010

World water shortages will lead to excellent opportunities in the water technology sector, according to the manager of the €1.2 billion SAM Sustainable Water fund

Emerging markets are overrated, says strategist

By Philip Haddon | 11:21 | 12 Mar 2010

Optimism on emerging market equities is overdone and returns are unlikely to be better than in developed markets, according to Standard Life Investments' head of global strategy Andrew Milligan.

Lehman report - more litigation on the way

By Lawrence Lever | 10:13 | 12 Mar 2010

Investors in Lehman now have very strong evidence that they were misled, following the publication of a US report. Those with deep pockets and insurance will be targeted.

Five key currency trades in a volatile market

By James Phillipps | 10:08 | 12 Mar 2010

Leading fund managers reveal their favourite currency plays in fluctuating currency markets.

S&P warns on US AAA rating and dollar strength as reserve currency

By Nicholas Paler | 09:33 | 12 Mar 2010

Ratings agency says dollar faces fallout from weak US economy but no other currency ready to take its place.

A third of institutional investors to buy Newcits in 2010

By Philip Haddon | 08:01 | 12 Mar 2010

35% of institutional hedge fund investors will buy Ucits-compliant hedge funds in 2010, according to a new report.

Concentrated portfolios: why they are better

By Pietro Cecere, Joel Schoppig | 07:01 | 12 Mar 2010

Swiss-based fund selector Bram Bikker explains why he prefers his managers to run concentrated, high conviction portfolios.

The boutique that dominated global equities in 2009

By Philip Haddon | 12:19 | 11 Mar 2010

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

By Drazen Jorgic | 11:33 | 11 Mar 2010

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

By James Phillipps | 09:15 | 11 Mar 2010

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