Funds & Fund Managers
Wells Fargo: How to play China’s clean energy boom
Clean energy could grow into one of the biggest industries in China, according to Wells Fargo’s Anthony Cragg.
Skagen Kon Tiki star cuts Russia bets but warns against exiting market
Emerging market veteran Kristoffer Stensrud has trimmed stocks exposed to Western sanctions but believes best returns can arise from periods of crisis.
Emerging banks: Nick Price picks the winners but passes on the also-rans
AA-rated Fidelity Emerging Markets manager Nick Price highlights some of the emerging world’s best banks, and expresses trepidation about some of its largest.
Collings sells Hexam stake to set up outsourcing business
Bryan Collings, the emerging markets manager used almost £400,000 from selling his stake in the boutique to set up his own venture.
The funds smaller than £75m Suarez - but with more bite
Citywire reveals the funds run by AAA-rated managers that contain less than what Barcelona paid for Luis Suarez.
JPM’s Titherington: US bonds are biggest threat to EM
The manager said the defensive portion of his portfolio would help shield investors if we see more market volatility.
Citywire Discovery: what’s going wrong with global small-cap managers?
Why is every manager in the Global Small & Medium Companies sector struggling?
Performance review: How Coutts’ Higgins is preparing for 10% US correction
Coutts’ CIO Alan Higgins said tightening by the US Federal Reserve next year could result in a 10% correction in US equities, which investors should view as a buying opportunity.
Why should I invest...in frontier markets?
In our latest episode, we explore the growing popularity of the asset class and whether they are a viable investment proposition in today's world.
Performance Review: why Duncan Lawrie is backing Barnett
Duncan Lawrie Private Bank is backing Citywire AAA-rated Mark Barnett as manager of the Invesco Perpetual Income fund, as his predecessor Neil Woodford launches a rival fund.