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Fund Manager Views
16:15 | 06 Jan 2009
| By
Matthew Goodburn
Jupiter's financials veteran Philip Gibbs is eyeing selective opportunities in the insurance sector despite his continuing bearish stance on the outlook for global financials.
07:01 | 04 Jan 2009
| By
Drazen Jorgic
Bankruptcies and unemployment is almost certain to rise in 2009, Cazenove multi-manager Robin McDonald notes.
07:00 | 04 Jan 2009
| By
Drazen Jorgic
Andrew Sutherland, Standard Life’s lead income fund manager, says the systemic fear will eventually disappear and predicts we are likely to see a return to classic stockpicking territory in 2009.
08:00 | 03 Jan 2009
| By
David Campbell
December 2008 marked the 30th anniversary of China’s first steps toward market reform but also found the country, now the undisputed powerhouse of the Asia Pacific region, at an uncomfortable juncture.
08:00 | 31 Dec 2008
| By
Sara Smith
Tight credit conditions, weakening consumer demand and rising unemployment will leave Europe facing very tough headwinds in 2009, say top European fund managers.
07:00 | 31 Dec 2008
| By
Drazen Jorgic
Killik & Co, the wealth manager, says companies with strong balance sheets will not only be better prepared to survive the downturn, but will also be able to increase their market share.
07:00 | 30 Dec 2008
| By
David Campbell
Japan seemed to have little cause to celebrate as it entered 2009, with the economy one of the first to enter a global recession and feeling its biggest ever fall in export figures.
07:00 | 29 Dec 2008
| By
Drazen Jorgic
With stock markets down around a third from their peaks, emerging markets have had a torrid 2008. Citywire speaks to leading fund managers to find out the outlook for 2009.
08:00 | 27 Dec 2008
| By
Sara Smith
President-elect Barack Obama's strategic approach to the economic downturn could prevent the US from seeing the worst financial crisis in history, say top US fund managers.
07:00 | 27 Dec 2008
| By
Drazen Jorgic
Ashburton's head of UK retail business, Philip Childs, says consolidations will become more frequent and asset managers will become stronger on the back of a difficult 2008.
10:32 | 23 Dec 2008
| By
Charlie Parker
How well do you know the world of fund management in 2008?
11:01 | 22 Dec 2008
| By
Drazen Jorgic
Standard Life small-cap specialist, Harry Nimmo, says there are signals UK may see a recovery in 2009.
09:22 | 19 Dec 2008
| By
Drazen Jorgic
Cartesian's A-rated David Stevenson says analysts were wrong footed by the scale of the current decline and continue to underestimate the size of UK's problems.
09:06 | 18 Dec 2008
| By
Danielle Levy
After viewing the concept of the commodities super-cycle with suspicion, Aberdeen Global Equity manager Bruce Stout says valuations in the sector now look attractive.
11:39 | 17 Dec 2008
| By
Sara Smith
The market has not factored in the full extent of the downturn and the FTSE 100 is likely to fall below 4,000 again during 2009, according to Octopus Investments' David Crawford.
10:02 | 15 Dec 2008
| By
Charlie Parker
Aberdeen chief executive Martin Gilbert has emerged as the frontrunner to acquire the Swiss bank's long-only business.
09:08 | 10 Dec 2008
| By
Sara Smith
Cheviot's senior investment manager, William Buckhurst, has begun dipping a toe in the waters of investment grade corporate debt thanks to record spreads across the asset class.
07:53 | 04 Dec 2008
| By
Drazen Jorgic
The chief investment officer of Royal London Asset Management, Robert Talbut, says the Government should follow the United States and begin buying corporate paper to loosen the credit market.
09:30 | 03 Dec 2008
| By
Sara Smith
Richard Watts plans to stick with defensive sectors such as aerospace when he takes sole responsibility for Ashton Bradbury's Old Mutual Select Mid-Cap fund at the start of next year.
13:19 | 02 Dec 2008
| By
David Campbell
The basic cost of tax assessment and financial planning will rise as a result of the pre-budget report, Ernst & Young’s head of private wealth Andrew Tailby-Faulkes has said.
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